3.27.7 Copy Attributes

This topic provides the systematic instructions to copy attributes.

If you want to create a new Fund Account record with the same attributes of an existing one, you can copy the attributes of an existing Fund Account record to a new one.

1. Retrieve the record whose attributes the new Fund Account record should inherit. You can retrieve the record through the Summary screen or through the F7-F8 operation explained in the previous sections of this chapter.
2. Click on Copy.
3. Indicate the ID for the new Fund Account record. You can, however, change the details of the new record.