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Auto Tax Calculator
Click2Clone
What's New!
Installation
Getting Started
Configuration
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
Copying from one entity record to another
Copy only Related Records
Automation
Features
How-to Guides
Uninstallation
FAQs
Click2Export
Click2Undo
Gamifics365
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Copy related records
To copy related records, follow the steps given below:
  • Go to Attribute/Relationships to Clone section --> Relationships --> Select the relationship from the list to copy the related records --> Click on Save.
  • If relationships list does not load/populate, simply refresh the grid by clicking 'Refresh' icon and then proceed with the selection.
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Set up fields to copy
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Copy fields of related records
Last modified 1yr ago
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