Skip to main content
Bethany Balady
Explorer
July 30, 2026

Copy Record Function not Working

  • July 30, 2026
  • 1 reply
  • 19 views

Is anyone else experiencing issues with copying Tier 2 records from one Tier 1 document folder to another Tier 1 document folder? For example, copying an Activity record from one client’s Individual Profile to another client’s Individual Profile?

I haven’t been able to utilize this function for 2 weeks or so. I submitted a support request to Apricot and they labeled it as a “Product Defect” with no workaround at this time, and that it  may be addressed or resolved in a future product update - so no clear solution timeline at the moment.

Just curious if anyone else is experiencing this issue!

1 reply

Rebekah Eslao
Community Manager
August 4, 2026

Hi ​@Bethany Balady! I'm sorry you've been without this functionality for weeks...

While there's no timeline on a fix right now, you’ve done the best process to submit a ticket, and we can track this with Support. For updates on this issue, feel free to follow up with our Support team at apricot@bonterratech.com.

Thanks for your patience! 

Rebekah at Bonterra