You can copy records within the same project or across projects.
Blue allows you to duplicate records within a project or across projects easily. This can help accelerate your workflow by replicating information without having to rewrite it.
To copy a record:
- Navigate to the record you want to copy
- Click on the "..." menu
- Select "Copy"
- Choose whether to copy to the current project or another project
- The copy will be created with the same details.
Things to note:
- When copying across projects, any attachments and comments will be copied over
- Custom fields will copy over to the new project, and the new project will also have the additional custom fields
- If you receiving project has the same custom field type with the same name, the data will be automatically matched
- Only admin and team members can move records