Copy Event Details

For consistency and efficiency, Aegis CRM allows you to copy details from one event record to a new event record. To copy details from a previous event, click New Event on the Navigation menu and then follow these steps:

1. Click Copy.

2. Enter the Event ID for the event you want to copy. If you do not know the ID, click the Search icon to locate the event record.
3. Mark the checkboxes for the information you want to copy.
4. Click Save.

5. Modify the Attributes for the copied event to update the ID, Name, Start Date, and End Date.
   1. Make any additional changes as needed to the Projected $, Default Fund, and Venue.

6. Click Save.