Duplicate record

This feature allows you to duplicate records, saving you time and increasing productivity. Learn how to use the Duplicate feature to manage your records efficiently.

Steven Sajja

Written by Steven Sajja

Duplicate

The Duplicate feature on the PiCortex platform allows you to duplicate records, saving you time and increasing productivity. Here's how to use the Duplicate feature to manage your records efficiently:

1. Select Record

To duplicate a record, you first need to select the record you want to duplicate. You can do this by navigating to the "Records" section of the platform and selecting the record from the list.

2. Duplicate Record

Once you have selected the record you want to duplicate, you can duplicate it by clicking on the "Duplicate" button. The duplicate record will be created and displayed on the screen.

3. Edit Duplicate Record

After you have duplicated the record, you may need to edit it to ensure that it is accurate and complete. You can do this by clicking on the duplicate record and making any necessary changes.

4. Save Duplicate Record

Once you have edited the duplicate record, you can save it by clicking the "Save" button. The duplicate record will be saved to the platform and can be accessed in the "Records" section.

Tips for Using Duplicate

Here are some tips for using the Duplicate feature effectively:

  • Use the Duplicate feature to save time when creating new records that are similar to existing records.
  • Review the duplicate record carefully to ensure that it is accurate and complete.
  • Customize the duplicate record to match the specific needs of your organization.

Conclusion

The Duplicate feature on the PiCortex platform allows you to duplicate records, saving you time and increasing productivity. By selecting the record, duplicating it, editing the duplicate record, and saving it, you can efficiently manage your records. Use the tips provided to make the most of this feature and streamline your record management process.

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