Cloning a Name record is the quick and easy way to copy information from one record and paste it into a different one. It's useful when adding family member records or updating addresses.
Clone Name Record Information
To clone a Name record:
- Open the individual's Name record.
- Select Edit > Copy Name or use the shortcut key Alt+W.
Paste Name Record Information
- Paste into NEW Name Record:
- Click the Add button to create a new record.
- Select Edit > Paste Name or use the shortcut key Alt+V.
- Enter the other Name information (i.e. first name, etc.).
- Click the Save button to save the new Name record.
- Paste into EXISTING Name Record:
- Click the Find button and select the record.
- Select Edit > Paste Name or use the shortcut key Alt+V.
- Confirm that you want to overwrite the existing information with the information from the cloned record by clicking Yes on the Overwrite Current Address window.
- Click the Save button to save the changes to the Name record.
Speed saving tip:
Name information is automatically copied when you save any name record, which can then be pasted using ALT-V to a new or existing (to overwrite) name record.
Information Pasted
Last Name (NEW records only), Address Lines 1 and 2, City, State, Zip Code, Phone Numbers, the Domain of the Email Address (e.g. @aceware.com), Fee Category, Source Code, Organization Code.
Name Grouping
NEW and EXISTING records are added to the cloned name record's group.
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