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An Example of the 'COPY' Button is to copy a customer card.

  1. Double Click on Relationships
  2. Click on card
  3. Search and highlight the card in question
  4. Click on 'COPY' Button
  5. The Majority of the fields are copied across to a NEW CardidCard.
  6. Make the relevant changes to the Card that was just copied and then Click on Save.
  7. Repeat the steps in all other modules. 

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