Skip to content
English
Contact us Customer portal Sign in
Go to main page
  • There are no suggestions because the search field is empty.

Use the Copy Field Tool

Use the Copy Field tool to move existing data from one field model to another without losing information. This is especially useful when updating applications or profiles, allowing you to transfer data from an old field to a new field while preserving previously submitted responses.

For demonstration purposes, this article uses a client profile as an example. Follow the same steps to use the Copy Field tool in candidate profiles or applications.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click on any of the clients from the list.


Step 2: Navigate to the client profile by clicking the Profile tab.


Step 3: Locate the section in the client profile from which you want to move the information of a field to a new one. Then, click the Gear icon next to the section name.


Step 4: Scroll down and click the Duplicate icon shown in the screenshot below of the field whose information you want to move.


Step 5: Modify the Field Label and Profile Label of the newly duplicated field. Then select the new model in the Model field to move the information to it.


Step 6: Click the Save button to confirm the changes.

 

Step 7: On your agent dashboard, click More, then select Import and Other Tools, as shown in the screenshot below.


Step 8: Click the Copy Field button located under the Clients section.

 

Step 9: Select the field from the dropdown list that you want to copy the information from.


Step 10: Select the field from the dropdown list where you want to copy the information.

 

Step 11: Click the Submit button to confirm the changes.

 


Step 12: Click the Copy button to continue.

 

 

Step 13: You should now delete the old field by clicking the trash icon.

 


Step 14: Click the Save button to confirm the changes.

 

If this doesn't answer your questions you can always contact us by clicking here