Copy related records
Last updated
Last updated
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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.
For further queries, reach out to us at crm@inogic.com