Duplicate an existing partnership record to save time when entering similar data.
Use the copy feature to duplicate an existing partnership record. This is useful when creating a new partnership that shares similar details with an existing one.
Screenshot: The Copy Partnership dialog showing checkboxes for Collaborators, Evaluation, and Meetings and Events, along with the Partnership Name field prefilled with the original name plus Copied, and the Save button
1
Open the partnership to copy
Navigate to the Partnerships list and open the partnership record you want to duplicate.
2
Click Copy
Click the Copy button to begin the duplication process.
3
Select copy options
Choose which sections of the partnership to include in the copy:
Collaborators — Copy all collaborator assignments to the new record.
Evaluation — Copy the evaluation data, including relationship depth, assessment results, accomplishments, and lessons learned.
Meetings & Events — Copy all associated meetings and events to the new record.
TIP: Deselect any sections you do not want to carry over. You can always add or modify these sections after the copy is created.
4
Enter a new partnership name
Type a unique Partnership Name for the copied record. By default, the name is set to the original partnership name with "(Copied)" appended.
NOTE: Update the name to reflect any differences from the original record.
5
Save the copy
Click Save to create the duplicated partnership record. The new record opens for editing so you can make any necessary adjustments.
