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Screen Recording 2023-03-07 at 15.34.25.mov

Feature Overview:

The "Clone" feature allows you to easily duplicate existing records and transfer data from the old record to the new one.

Who can benefit from using it?

This feature is useful for anyone who needs to duplicate existing records in our system.

Advantages of the feature:

The "Clone" feature saves a lot of time by copying fields and records quickly and easily. The more fields and records that need to be copied, the more time you can save.

Effective use of the Clone feature:

A sales representative may need to create a new digital campaign each month with the same account, targeting, and discounts as a previous campaign. With the "Clone" feature, all of this data can be copied into a new campaign with just one button click, allowing the sales representative to focus on adjusting only the necessary details, like the dates.

Future Development Plans:

Our "Clone" feature is flexible and can handle sub-records, but the user interface may look outdated. We plan to update the user interface to match the modern look of the rest of our product.

More sources on this Feature:

Wiki:

8.2.1 Create a Generic Clone Button for any Object

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