How to compare and clone records?

Published on:
November 27, 2020

1. Click New button

2. Choose Compare

3. Choose which record template you want to compare

4. Use the Add Record option to add a record you would like to start with.

5. Choose Clone if you want to select an existing record and clone it, in that case, the cloned record will be shown. Choose Existing if you want to compare an existing, original record version.

6. An overview will open. 

7. Choose record from the left-hand side

8. Click Add button

9. Repeat actions 4-8 for each record that you want to compare/clone

10. Hover on the column heading and choose clone

11. Edit fields (if needed)

12.Color code columns and re-order them (if needed)