Copying an Activity

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Copying an Activity

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When copying a member from the Activity List, a few options are available to control how much of the record is actually duplicated.

To Copy an Activity

1.Choose the Activities workspace from the Home ribbon bar.

2.In the Records section of the ribbon choose Copy.

3.The Copy window will open so you can set the new name and options:

4.The following fields are available:

New Name - the name for the activity. This defaults to the current name with an asterisk appended

Include Postings - controls whether all income/expense postings for the activity are copied

Include Attendees - controls whether all attendee records (and their postings if the Include Postings option is on) are copied

5.When ready to copy, click Save.