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.
-
Open a record. Click the Actions menu on the top right-hand corner of the record.
-
Select Clone This [Object]. For example, if you were cloning a Contact, it would read Clone This Contact.
-
An Add New Object form will open, containing all the details of the original record. Make updates as needed.
-
Click Save.
Learn more
Read the following articles to learn more about objects:
Building Blocks: Objects, records, and fields