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Clone Record Function

Author Name: White Space

Very often we get a request to copy a record where they want to create a copy of an existing data and update some info. This is useful to avoid redoing the data entry. Sadly there is no OOB feature to do this.

Status: Under Review
Comments
Level: Powered On
Status changed to: Under Review
 
Level: Powered On
The keywords here are "copy" and "record". You can "Save As" a view; changing that phrase to "Copy" would help my end-users (when it comes to views). When it comes to records, the assumption, it seems, is that users will go to the Account to create a Contacts and the data will map over. This isn't 100% the case or accurate.