Question

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

Answer

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.
   

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