PatronManager Help

Super Clone

Updated on

Use this link to share with your colleagues:

Super Clone: https://help.pm.leapevent.tech/a/562823

At A Glance

  • Free for nonprofits
  • This app's provider does offer support

App Grade

App Details

Pricing:

Free for non-profits. Several plans available for Super Clone Pro. See this page for details.

Good for: 

Cloning records along with their related lists. This is particularly great for organizations with custom objects that are used year after year to track recurring activities, but can also be used to duplicate similar Accounts and Contacts, or annual Grants and Grant Payments, or Campaigns and Campaign Members.

How it works:

In the Super Clone Configuration tab, your administrator will choose what objects they want to enable Super Clone for, and decide how they wish to copy over the data to the duplicated records. Then they'll create a new custom Clone button and add it to your page layouts.

Super Clone Configuration walks you through the steps of setting up customized Super Clone buttons that do exactly what you want them to do.

First you choose your Parent Object and Child Relationships to clone:

Super Clone Configuration walks you through the steps of setting up customized Super Clone buttons that do exactly what you want them to do.

For each field on both the parent and child objects, the administrator can specify whether the field should be visible on the cloning page, whether the value should be cloned or left empty, and whether the field should be editable during the cloning process.

Create and add a custom Clone button to the page layout(s) you need them for.

Create and add a custom Clone button to the page layout(s) you need them for.

Click your new button, review the fields that may need to be updated, and then finish by clicking the Clone button.

Previous Article Report Builder
Next Article Vision-e Scanning
Still Need Help? Continue to the Client Community