- Easily create new records by duplicating an existing one.
- Make quick edits before saving, if needed.
- Ideal for similar entries with small changes, like quotes or estimates.
Edition Qualifier: This feature is available in all Servis.ai Editions.
User Permissions: No special permissions are required to use this feature.
Navigate to Apps
There are a few different ways to get to the app you want.
- Search Bar
- Left Menu
- Main Menu
Duplicate a Record
Hover your cursor over the three-dot icon next to the record and click on ‘Duplicate’.
When the record is duplicated, you will be able to edit it.
Make the required changes and click the ‘Save’ button to finish the process.
