A good example of this would be visiting a Business every month. Rather than recreating the Activity, you have a new option to duplicate this, which then creates a brand new Activity but with the same information.
- Firstly, find the Activity you wish to duplicate. This can be from the Activities table:
2. Or locate the Activity you wish to duplicate from within the Business:
3. Click view, next to the Activity title, this will open the Activity. Then select duplicate at the bottom of the screen:
4. This opens a replica Activity but with the current data and time, however all records are editable.