How to copy information from an existing record?

Last Updated on:
January 25, 2022

This option is not available while the record is opened in a pop-up window.

1. Click 3 vertical dots on the record in which you want to import data from the existing record

2. Choose Import from Existing Record

3. A list of available record for import  will appear

4. Choose the record that you want to import from

5. In the right section of the screen, import information will be previewed

6. Click Import button 

7. The confirmation pop-up window will appear

8. If needed, already entered data on the record can be replaced with imported data by checking Override option

9. Click Import button