Duplicating custom fields

Save time by duplicating a custom field as a starting point for creating a new field. When a custom field is duplicated, a copy is created that you can then edit to suit your needs.

A duplicated custom field's type - text, number - and associated record type - item, customer and purchase order cannot be changed.

To duplicate a field

  1. On the main menu, click Settings > Custom Fields.
  2. Click the custom field you want to duplicate.
  3. From the Advanced menu, click Duplicate. A duplicate custom field is automatically created with Copy added to the custom field name.
  4. Rename and edit the duplicate custom field.
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