How to copy information from an existing record?

Published on:
November 27, 2020

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. You can preview the information in the right section of the screen

6. Click Import button 

7. The confirmation pop-up window will appear

8. You can check the option to override (copy over) already entered record fields if needed

9. Click Import button 

For more information check Import From Existing Record in User Manual.