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How to copy activity?

Sometimes users schedule calls with the same clients or institutions on a recurring basis. Instead of creating new calls each time, you can use the Copy function.

Similarly, if you need to create a task spanning multiple days (e.g., a one-week vacation), you can create a task for the first day and then use the Copy function.

Important Notes!

Copying is only possible for current and future dates.
If you need to copy an activity to a past date, you can copy it to a future date first, then contact technical support to request moving it to the correct past date. Support will be happy to assist you.

Activities can be copied from any status, and the copied activity will always appear in the Planned state.
If you copy calls from a subordinate’s profile, they will always be copied to the main user's profile.

Copying is available in Day View and Week View.

Copying Calls or Tasks in Day View:

  1. Go to the Profile section.
  2. Select Day View.
  3. Click the Pencil Icon to enter selection mode.
  4. Select one or multiple calls/tasks by marking the desired activities. You can select the entire day by clicking the three-line button in the top left corner.
  5. The Copy button will appear at the bottom.
  6. Click Copy to open a calendar window. Select the date you want to copy the activities to and click OK.

Copying Calls or Tasks in Week View:

  1. Go to the Profile section.
  2. Select Week View.
  3. Click the Pencil Icon to enter selection mode.
  4. Select one or multiple calls/tasks by marking the desired activities. You can select the entire week by clicking the three-line button in the top left corner.
  5. The Copy button will appear at the bottom.
  6. Click Copy to open a calendar window.  Select the date you want to copy the activities to and click OK.
    At the bottom of the calendar window, you will find two extra options:


    • Copy all activities to the same weekdays in another week. Monday will be copied to Monday, Tuesday to Tuesday, and so on.
    • Copy activities to a specific day. Use this option only when selecting a single day.

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