Copy Settings

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Copy Rules lets you copy or update records from one module to another as per the pre-defined field mapping rules defined in each Copy Rule definition.

Key Features

• Automatically update field values in source record through Record Actions, after copying the record to target module
• Flexible field mapping rules (Constants, Source fields, System fields, User fields etc)
• Pre-designed Copy Rules for most common needs
• Create as many Copy Rules for each module
• Option to delete source record after copying it to another module
• Execute Copy Rules only if specific conditions are met by the source record
• Option to copy in the background

Examples

1. Update 'Resume' field in Employee record, when new Resume is added to Hotlist record.
2. Create Client Contact record from Client record and pre-populate Phone, Fax and Address fields automatically from Client record
3. Convert a record from Prospective Employee module to Employee module and delete Prospective Employee record.
4. Convert Lead to Client and update Lead record status to 'Converted'
5. Create Submissions to your requirements when Consultants post their resumes to the requirements posted on your website