Quickly duplicate important details from existing records to create new similar records

The copy record option is available via the extended menu on several forms – Quote, Opportunity, Order, Project, and Task.  When this option is selected, a pop-up window will appear which allows the user to select the details to be copied.  When details have been selected (checkboxes), the new editable record will open immediately for quick access.  At this point, the title of the record may be changed, as well as the status, dates, hours, assignees, pricing etc.

Each form that includes the Record Copy option has different detail checkboxes selected by default: