Copy a Text Library Record

You can copy and modify an existing text library record to create a new record.

To copy a text library record, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Info Center > Text Libraries.
  2. On the Text Library Info Center form, select the text library record.
  3. Click New and select Copy Current Text Library. Ajera CRM copies the selected text library record to a new text library record.
  4. Edit the information on the tabs of the Text Library Info Center form and specify a unique identifier for the new record.
  5. Click Save.
Parent Topic: Procedures