Cloning a Record

Cloning a record is a way to make a copy that will have all the same relationships. This is helpful if you want to create a new record that is very similar to a previous record. This guide describes how to clone a record.

To clone a record:

1. Select the record you would like to clone.





2. Click "clone" on the tool bar.





3. A new page will come up that shows the cloned record. In red, there will be a note reminding you that this is the cloned record. Click "Save Clone" when you have ready to save it. If you would like to disregard the clone, click "Cancel."