Using Clone

There are times when the user is creating multiple records in a service and much of the information in each of the records is the same. The Clone feature allows the user to copy a previously created record. This helps reduce data input time and increase accuracy.

Note that the Clone option is only available for new records that have not yet been saved. Follow these steps to clone an existing record:

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.