Duplicate Items

Availability: The function has been available for a long time, only up to eWay-CRM 5.4.0 it was named Copy.

If you right-click an item in the list, you can Duplicate it.

The item will be duplicated with values in it. The exception is relations - only these relations that are general in the database are copied (e.g. relations created by the relation field are not copied).

There are some exceptions for different modules. On described modules, values from these fields are not copied:

Module	Non-copied Fields	Non-copied Relations
Bookkeeping Records	ID Active Valid From Date Issued Due Date Paid For Payment Date of Taxable Supply Date of Accounting Transaction	Superior item when it is Deal.
Companies	EIN / ID	Projects relations
Contacts	Title First Name Middle Name Surname Suffix Email 1 Email 2 Email 3	Projects relations
Deals	ID	Tasks relations Calendar relations Companies relations Contacts relations
Journal	Start Time End Time
Marketing	ID Emails Sent Emails Delivered Emails Viewed People Unsubscribed Intended Recipients Emails Marked as SPAM Information about when a campaign was sent and responses were downloaded is not copied either.	Journal relations Tasks relations Calendar relations Deals relations Projects relations Document relations when marketing was superior item Email relations when marketing was superior item
Products	Price List Group ID
Projects	ID End Date Actual People Costs	Tasks relations Calendar relations Projects relations Companies relations Contacts relations Project Manager (user)
Tasks	Information that tasks were completed Completed (%) Completed Date Reminder Date Reminder	Tasks relation when tasks were created from another task