Here are the things that you need to do before cloning a record:
Set up Entities for Click2Clone
Set up fields to copy
Copy related records
Copy fields of related records
Specify related records
Copy references of records
After completing the above steps, you will be able to;
Clone single records
Clone multiple records
Create multiple copies of a record
For further queries, reach out to us at crm@inogic.com
Last updated 8 months ago
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