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Contract Options: Duplicate Record

Information on and how to Duplicate a Contract record in Contract Logix

Eric Reinert avatar
Written by Eric Reinert
Updated over 5 months ago

This option creates a duplicate contract record with a new contract ID.

  1. Select Duplicate Record from the menu.

  2. Enter Notes for the duplicate record (optional).

  3. Click OK.

The duplicate record, under a new contract ID, is displayed. NOTE: Field values, custom objects, and Contacts are carried over from the original record, but Tasks, Alerts and Documents are not.

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