Two copy features allow one to either create a new record based on all the data from an existing record, or allow a user to copy from a record into another existing record.

 

Copy From will make a duplicate record of an existing entry.  The duplicate record will be identical to that of the copied record, except that the name will be required to be different.

 

Currently, this feature is available through Advanced Rating setup.

 

Figure 16: Copy From feature from within Accounting Setup > Advanced Rating setup

 

 

While the Copy From feature creates a new record based on all the attributes of an existing record the Copy Into feature functions by copying certain details of one record into an existing record. 

 

Within Task Setup, for example, a user can copy the specific list of tasks defined within the Tasks tab of another record into the active record.

 

Figure 17: Copy existing record into a new one within Common > Task Setup > Tasks

 

Within the Security Profile setup there is a feature that will allow an existing record to be modified by copying all the unset values from another record into the opened record.

 

Figure 18: Copy Details option within User Setup > Security Profile setup