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Click2Clone
What's New!
Installation
Getting Started
Configuration
Features
Clone single record
Clone multiple records
Create multiple copies of a record
Copy one entity record to another
Get Records
How-to Guides
Uninstallation
FAQs
Click2Export
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SharePoint Security Sync
Subscription and Recurring Billing Management
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Copy one entity record to another
After setting up templates and field mapping, we are now ready to copy details from one entity to another entity record.
Here are the steps for the same:
Navigate to
Opportunity
-->
Select and open
a record to clone --> Click on
Click2Clone
button.
Once cloning is finished, cloned order record will
open up
.
​
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Create multiple copies of a record
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Get Records
Last modified
2yr ago
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