Copy record from one app to another app
we've have 2 teams working on 2 different apps. When team A is done with their work that record needs to be copied to another app (team B will continue to work with that copied record). Is it possible...
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This is what I need to do for intakes, if the case is opened I would like to add the data fields directly into the system and not have to retype the info. Can you break down the process a little more?