Cloning entries

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Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
    Posts
  • 10/05/2017 at 6:41 am #436946
    Brian Milnes
    Guest

    Hi Steven

    Evaluating Connections and am trying to work out the relationship between individuals and organisations.

    I have quite a number of organisations with multiple addresses and several people at each address.

    How do (can) I relate these? Can I clone entries? (New user at same company and address)

    Thanks

    Brian

    10/05/2017 at 9:29 am #436987
    Steven Zahm
    Keymaster

    @ Brian

    re: How do (can) I relate these?

    There is no relation between and individual entry type and an organization entry type. The only real difference between the two is the name field.

    I do have a freely available tool for advanced users/developers which only allows a user to only select previously entered organizations when adding an individual. You can download the code from here:

    https://github.com/Connections-Business-Directory/Entry-Organization

    re: Can I clone entries?

    Yes, very easily. On the Connections : Manage admin screen, hover over the name of the entry you wish to copy. The entry actions will be displayed the name. One of those ation is Copy. Clicking copy will copy that entry into a new entry.

    Hope this helps!

    10/05/2017 at 1:25 pm #436993
    Brian Milnes
    Guest

    Thanks Steve, on both counts.

    Sorry that I’d missed the COPY option, which I just tried and is exactly what I was looking for.

    I’ll grab the code as I think that looks likely too.

    Cheers

    Brian

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