Copy Data Between Records

£61.50

Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record.

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SKU: Copy-Data-Between-Records Categories: ,

Description

Copy Data Between Records gives you a list of records to choose from in your layout. Upon clicking one record, it copies data from that record into premapped fields of the current record. With Copy Data Between Records, you get to insert a list of records in your layout. Upon clicking one, data from this record is copied to the current record, according to a predefined map of fields. The list may contain contacts associated to the current contact (through a relationship), contacts from a group, opportunities associated to the current contact, contacts associated to the current opportunity, etc.: there are several scenarios depending on whether the list is in a contact, company, group or opportunity layout. See the list of all possible combinations. Let’s say you want to be able to copy data from a contact to an opportunity. You could set up the add-on to list all of the contacts associated with the opportunity in a list that appears in your opportunity layout. Then upon selecting one of the contact in the list, preset fields of your opportunity would be automatically populated with information from the selected contact.

For older versions below v16/17 please contact us and we will ensure you receive the correct version that you require.

Please note that all products are downloadable once  payment is received and license keys will be sent to you directly by return.

Copy Data Between Records

Additional information

Version

16/17, 18, 19/20

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