Copying a record is recommended when the new record is very similar to an existing one, and you will not have to change many of the values that are automatically populated.
To copy a record, on the record toolbar, click the Create a Copy button. The new record opens and some of the information is identical to the record you copied. You can now edit and save the new record.
Note: Not every piece of information will be copied from the old record to the new record. Each record type has its own set of excluded information. Generally, child records (such as Involved records for a Project or a custom record type) are never copied to the new record. In addition, any piece of information that displayed as "SECURED" in the old record will not be copied, and that field in the new record is blank. Likewise, in the case that multiple items are selected and one (or more) are deactivated, the inactive items will not be copied.
The table below displays the copy details for each record type:
Copying a Record
Record Type |
What is Copied |
What is Not Copied |
Accounts |
•General page •Categories page •Details page •Posting Criteria page (Posting Criteria Expense, Posting Criteria Invoice, Posting Criteria Involved, Posting Criteria Task, Posting Criteria Vendor sections) •Security page (Group Rights, User Rights sections) |
•General page - Amount section, Account Summary section •Child Accounts •Documents •History •Transactions •Workflow Note: If any field displays SECURED as the value, then the new record will not contain a value for that field. |
Appointments |
•All of the information on the General page (except the Subject) •All of the attendees on the Attendees page •All of the categories selected on the Categories page •All user and group rights selected on the Security page •All of the resources selected on the Resources page |
•Documents that are attached to the Documents page •Historical entries on the History page •Approval information on the Workflow page |
Contacts |
•General page, except for the information in the Name field •Security page •Rates page •Skills page |
•Documents page •History page •Involvement page •Relations page •Territories page •Workflow page Additionally, none of the address books that the original user created are copied to the new user, and none of the address books to which the original user subscribed are copied. |
Documents Document Folders |
See Copying Documents for more information. |
|
Expenses |
•General page > General Information, Access Info sections •Security page (Group Rights, User Rights sections) |
•General page > Billing Information section •Documents •History •Transactions |
Invoices |
•Categories page •Details page •General page (except Line Items) •Security page > Access Info, Group Rights, User Rights sections |
•General page > Line Items section •Documents •History •Transaction •Workflow Note: If any field displays SECURED as the value, then the new record will not contain a value for that field. |
Projects |
•All of the information on the Assignees page •All of the information on the Categories page •All of the information on the General page, except the name and number of the original project •All of the user and group rights on the Security page •All of the information on the Relations page •Additionally, all of the embedded projects are copied to the new record |
•Accounts page •Appointments page •Documents page •Expenses page •History page •Involved page •Phase History page •Tasks page •Workflow page Also, none of the related child projects are copied to the new project. |
Tasks |
•All of the information in the General Information section on the Task General page •All of the information on the Task Security page |
•None of the information in the Billing Information section on the General page •Documents •History •Transactions •Workflow |
