Copying an entity

You can create a new entity by copying a similar entity and editing it. Copying an entity can be used when related items are added that share information.

Procedure

  1. Find the entity that you want to copy.

  2. Right-click the entity and from the menu, select Show With > Show Record.

  3. Click Copy.

  4. Edit the entity details.

  5. Click Save to save the copy as a new entity.