Question

• How can I copy a View in Restoration CRM (fka Luxor)?
• How can I duplicate or replicate a view in Restoration CRM?

Answer

Copying Views is a great way to build off of Views that you have already created or to edit views that other users have shared with you in your CRM (fka Luxor) system.

To duplicate views in Restoration CRM, follow these steps:

1. Click on the dropdown icon next to your profile located at the top right corner of the screen.
2. Select "User Settings" from the dropdown menu.
   
3. Navigate to "My Views" within the User Settings.
4. Choose the module (e.g., Contacts, Jobs, Organizations) where you want to duplicate the view.
5. Within the module settings, locate the desired view you wish to duplicate.
6. Select the radio button next to the view's name.
7. Click the "Copy" button at the top of the page.
   
8. A new copy of the view will be created and listed with the prefix "Copy of" followed by the original view's name.
   
9. Once you've created a cloned view, you can hide the older shared view that does not have the changes on it if you would like (see this article for more info Deleting / hiding Views).
10. Also, if you would like to edit the view you have duplicated, this article for more information on how to edit a view Editing existing Views

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