How can we improve TrackVia? What features should come next?

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Cloning Records

I would like to see the ability to be able to clone a existing record and have the new record have it's own record ID. The first record almost acting like a template.

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Aaron Silberberg shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Justin Mauldin commented  ·   ·  Flag as inappropriate

    Hi Aaron & John,

    For admins, the ability to copy a record is always possible in the system. However, the same is not true for limited users.

    As long as the same form is assigned for both the creation and view/editing of the record, limited users will only then be able to see the option to "Copy" a record in the option menu.

    Thanks,

    Justin

  • John McGarvey commented  ·   ·  Flag as inappropriate

    I don't believe so.
    I checked my Admin settings to see if I have to assign the Copy function to users, and do not see one, so should be available.

I would like to see...: add new feature

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