Setup (General)
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This article applies to:

  • Product: DT Practice

Copy To / From dialog

Overview

Use this dialog to select the destination template to which items from the source template should be copied, or to select the source contact from which to copy contact information.
To open this dialog, follow one of these procedures.
  • Right-click the list of clients on the Clients setup screen and choose one of the following commands from the context menu to open the corresponding
    Copy From
     dialog:
    • Copy Main Values To...
    • Copy Billing and A/R Values To...
    • Copy Links To...
    • Copy Custom Field Values To...
  • Right-click selected fields on the Contact Info tab of the Clients setup screen and choose
    Copy Contact From
     from the context menu to open the
    Copy Contact From
     dialog.
  • Right-click selected fields on the
    Contact
     dialog and choose
    Copy Contact From
     from the context menu to open the
    Copy Contact From
     dialog.
  • Right-click a template on the Project Templates setup screen and choose one of the following commands from the context menu to open the corresponding
    Copy To
     dialog:
    • Copy Main Values To...
    • Copy Dates To...
    • Copy Tasks To...
    • Copy Links To...
    • Copy Custom Field Values To...

Copying contacts: Selecting a destination contact

  1. In the
    Copy To
     field, use the drop-down list to select the contact to which you want to copy information.
  2. Mark the
    I understand this will replace any existing data
     checkbox. You will not be able to complete the process until you mark this checkbox.
  3. Select the
    Copy Now
     button to copy the information and close the dialog.
Be sure to select
Enter
 on the Clients setup screen to save the client.

Copying contacts: Selecting a source contact

  1. In the
    Copy From
     field, use the drop-down list to select the contact from which you want to copy information.
  2. Mark the
    I understand this will replace any existing data
     checkbox. You will not be able to complete the process until you mark this checkbox.
  3. Select the
    Copy Now
     button to copy the information and close the dialog.
note
  • If you reached this dialog from the Clients setup screen, be sure to select
    Enter
     on that screen to save the client.
  • If you reached this dialog from the
    Contact
     dialog, be sure to select
    OK
     on that dialog to save the client.

Copying project templates: Selecting a destination template

The name of the source template is shown at the top of the dialog. To select a destination template, perform the following steps.
  1. In the
    Copy To
     field, use the drop-down list to select the template to which you want to copy the tab items.
  2. Mark the
    I understand this will replace any existing data
     checkbox. You will not be able to complete the process until you mark this checkbox.
  3. Select the
    Copy Now
     button to copy the items and close the dialog.
Be sure to select
Enter
 on the Project Templates setup screen to save the template.