Activity - Copy
Copying an Activity to Create a New One
- Go to: Activities >> Manage Activities
- If your list of Activities is long, choose any of the filters in the top panel and click the green “Filter Activities” button.
- Hover over the options icon beside the activity
- Click on “Copy”
- Enter the name of the new activity
- Specify which objects to include in the copy:
- Feedback Fields
- Schedule Classifications
- Associated Client (this option is only available if your organization has the Client Module enabled)
- Click the [Copy Activity] button
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