Duplicating Records can help efficiency or be a useful tool if you want a similar record creating without going through the fuss of manually creating it.
If you find yourself sending out the same Quotes to several Customers or a Customer re-orders the same Products, you might want to check out our Template Quotes here!
Step 1: Navigate to a CRM Record
Find a CRM record you wish to duplicate! In this example, an Opportunity will be duplicated.
Please Note: Any Records imported from your ERP/Accounting Systems are not able to be duplicated. This includes but is not limited to Product Items, Sales Ledgers and Orders.
Step 2: Select Duplicate
From the further options menu in the top right-hand corner of the Record, select 'Duplicate'.
Step 3: Configure Duplication
Once you have selected to duplicate a Record, you'll have the option to configure what aspects get duplicated.
The Parent record will always default to the Parent of the Record being duplicated but this can be changed using the dropdown. So, you can duplicate an Opportunity under Company A and create the duplicate under Company B, if required.
Lines
If the Record has a Quote associated to it, you'll have the option to choose which, if any, Quote Lines will be duplicated. By default, any changes to pricing and discounts on the Lines will be kept unless the 'Recalculate Pricing and Discounts' option is ticked.
Documents
By default, when duplicating a Record, all documents will be duplicated. You can manually select Documents or use our 4 options at the top to easily choose. Using the options will automatically select 'All', 'Important', 'Pinned' or 'None' documents.
Please Note: Duplicated Documents are exact copies of each other. This means any merge fields used will not be changed if duplicated to a new Parent Record.
Notes
By default, when duplicating a Record, all Activity Notes will be duplicated unless specified. You can use our 4 options at the top to easily choose which kind of Notes get copied. Using the options will automatically select 'All', 'Important', 'Pinned' or 'None' Activity Notes to include when duplicating.
Step 4: Select Confirm!
Once you are happy with what Lines, Documents and Notes are going to be duplicated, hit 'Confirm' to duplicate the Record.
Please do review the duplicate Record as all aspects will be directly duplicated. This includes any date fields or custom fields, duplicating is a direct copy.