Copying Records

Copying Records

AdvisorEngine CRM allows you to create a duplicate of any Record in your database with the Copy or Split Record Tool.

The following behaviors will occur with a Record copy function:

  • All basic Record-level data will be duplicated onto the new Record.
  • Extended Record-level data can be copied or not based on selections in the tool.
  • The Persons on the current Record will be linked to the new Record copy. The source Record will be set as the Person’s primary Record. See Linking a Person to More Than One Record for more details on linked persons.
  • Assets on the Record will not be duplicated. You will be given the option to select which assets will belong to which Record.

Creating a Copy of a Record

  1. Navigate to the Record Details view of the Record to copy.
  2. Click Tools > Record Settings > Copy or Split Record from the Record Toolbar. The Copy or Split Record Tool will open and default to Copy behavior.
  3. Enter a name for the new Record copy.
  4. Select which areas of the Record you want to duplicate into the new Record using the checkboxes.
  5. If the Record contains any assets, they will be left on the source Record by default. Click Keep on Original for any asset to change its behavior to Move to New Record.
  6. When all settings are configured, click Copy Record. You will be asked to confirm the process.

    • Related Articles

    • Records Overview

      What Is a Record? Records are your primary point for storing information in AdvisorEngine CRM. Everything you do in the system happens within or is tied to one or more Records. Understanding the structure of Records and consistently populating them ...

    • Merging Records

      This tool allows you to take two distinct Records in AdvisorEngine CRM and merge them together. You will be able to specify which data from each Record to merge or discard. Warning! Use this feature with care; it cannot be reversed. The original ...

    • Restoring Deleted Records

      The following steps allow you to restore any Record that has been previously deleted. Navigate to the Record Workspace. Click Tools > Restore Deleted Records Tool. A Grid of previously-deleted Records will appear. Select all Records to be restored. ...

    • AdvisorEngine Client Portal Document Share with Linked, Copied, or Split Records

      Note: This feature is in pilot and not available to all firms. The following document denotes the behavior to expect in each of the listed circumstances for the CRM <-> PMP document share feature. Linked Persons When Linking a Person to More than One ...

    • Removing Imported Records

      Records added to AdvisorEngine CRM by the Record Data Import Tool may be removed in bulk, but only if there have been no changes to any of the Records since the initial import. To remove an import, navigate to Import > Record Data Import. Click ...