Copying Person Records
PRINTIf you want to enter family members or people who live in the same household who share a multiple of characteristics such as address and phone, than you can copy a record. This article shows you how to do that.
1. Highlight the record you would like to copy.
2. scroll to the bottom of the Person form in the Person Module
3. Click on the “copy” icon on the toolbar. A new form will open informing you that a new record will be created which will include all information associated with the original record
4. If you would like to just make an exact replica of the record leave the default (copy) next to the last name.
5. if you would like to modify the record in some way (for instance change the first name) you can delete the “(copy)” and then change the first name
6. you can then indicate the relation between the original record and the copy. This information will be added to the Relationships Tab so you can track that relationship within the database for future reference.
7. both records will now be displayed in the “new Person” form with all their contact and job information replicated
