Page Comparison

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1. Open a new record in any service
2. Right click in the header of the form and select Clone.
   • The Find dialog appears. See Using the Find Dialog for instructions on how to use this dialog.
     
     
3. Enter the search criteria and click the Find button.
   • Records from the service that match the specified search criteria appear in the Results tab.
     
     
4. Select the record to copy.
   • The data from that record is copied into the new record.
     
     
5. Make any necessary changes to the cloned record and save the record.