How to clone Standard and Custom Object records

Insightly users can clone any of of their records. Cloning a record allows users to quickly duplicate a record, while keeping the original intact. For example, if two Contacts work for the same company and both records would contain a substantial amount of identical data, it would make more sense to create one and then clone the record in order to save time.

How to clone a Standard or Custom Object

The cloning process is uniform across all objects, standard or custom.

  1. Open a record. Click the Actions menu on the top right-hand corner of the record.

  2. Select Clone This [Object]. For example, if you were cloning a Contact, it would read Clone This Contact.

  3. An Add New Object form will open, containing all the details of the original record. Make updates as needed.

  4. Click Save.

Learn more

Read the following articles to learn more about objects:

Building Blocks: Objects, records, and fields

What are Insightly's standard objects?

What are Custom Objects?

Was this article helpful?