How do I copy a record?

It is not possible to copy a record.

Tip

If you need to add multiple records with similar data, you can save time by using the Import Data Wizard:

1. Create an Advanced Find search that includes all the columns that have data for the record, and displays any records that you want to use as original records for copying.
2. Export the results of the Advanced Find search into a Microsoft Office Excel worksheet.
3. In the worksheet, copy the row as needed, and edit the new rows.
4. Save the worksheet as a comma-separated value (CSV) file A data file with a .csv file extension. Typically a CSV file consists of fields and records, stored as text, in which the fields are separated from one other by commas..
5. Import the records.