This feature allows you to create new records a lot faster by duplicating an existing one. Before actually saving it, you can make edits to it if necessary. It is especially useful for those records that are essentially the same, with minor differences, like quotes for example.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Navigate to Apps
Open the menu to display all your available Apps. Then just tap the desired one. Make sure you switch to the List View.
Duplicate a Record
Select the record you would like to duplicate by clicking on the checkbox right next to its name.
Note: You can only duplicate one record at a time. If you select multiple records, the 'Duplicate' button will be disabled.
Once you have selected the desired record, click the 'duplicate' button. This process could take a few seconds depending on the amount of information contained in the record.
When the record is duplicated, you will be able to edit it. Make the required changes and click the 'Save' button to finish the process.
