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Copy a Record

Duplicate a record to make data entry easier for similar records. Or, set up a recurring series.

Note: The Copy action is not available on the Contact, Participant, and donor pages. Use the Add/Edit Family Tool to create new records on these pages.
  1. Open the record you want to copy.
  2. From the Actions menu, select Copy.
  3. If needed, select the appropriate check boxes to copy sub-page information into the new record. The Copy tool only copies up to 1,000 sub-pages. If there are more than that, select all the sub-page records and transfer them to the associated page to add back to the record once you copy it.
  4. Click OK.
    A new record is created. You know it's the copied record because the record's ID is different from the original record.
  5. Click Edit, and make any needed changes to the new record.
    Note: Any values entered in read-only fields do not copy into the new record. For example, if a copied event has Approved set to Yes, the copied event will have Approved set to No until someone submits and approves the event.
  6. Click Save.

To copy sub-page record changes to all Events in the Series, use the Copy Subpage Data Tool.