Clone feature video:
Feature Overview:
The "Clone" feature allows you to easily duplicate existing records and transfer data from the old record to the new one. This feature is an excellent time-saver, allowing easy copying of fields and data from one record into another just with a few clicks.
In ADvendio you can also create a Generic Clone Button for any Object and this function will allow you to duplicate information of the ADvendio Object record. You can check the setup and creation process in more detail: 8.2.1 Create a Generic Clone Button for any Object
Customers Target Group:
This feature is useful to everyone, regardless of industry or role who needs to duplicate existing records in our system.
How do Customers benefit from using it?
By using the clone feature, you can operatively and easily replicate campaigns, accounts, and other records, without having to manually enter data. The more fields and records that need to be copied, the more time you can save.
Effective use of the feature:
For example “Clone” can be highly useful for the sales representative who 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Our "Clone" feature is flexible and can handle sub-records, but the user interface may look outdated.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:
8.2.1 Create a Generic Clone Button for any Object
Contact us:
If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.