Clone Name Record

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:

1. Open the individual's Name record.
2. Select Edit > Clone Name or use the shortcut key ALT+W.

Paste Name Record Information

You can paste the Name record information into a new or existing Name record.

Paste into New Name Record

1. Add a new Name record.
2. Select Edit > Paste Name or use the shortcut key ALT+V.
3. Enter the other Name information (i.e. first name, etc.).
4. Click the Save Changes button to save the new Name record.

Paste into Existing Name Record

1. Find and select the record.
2. Select Edit > Paste Name or use the shortcut key ALT+V.
3. 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.
4. Click the Save Changes 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

The following information is pasted into the Name record:

• Last Name (NEW records only)
• Address Lines 1 and 2
• City
• State
• Zip Code
• Phone Numbers
• Email Address
• Fee Category
• Source Code
• Organization Code

Name Grouping

NEW and EXISTING records are added to the cloned name record's Name Group.