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Setup

Copy To / From window

Overview

Use this window to select the destination template items from the source template should be copied to, or to select the source contact to copy contact information from.
To open this window, follow one of these procedures.
  • Right-click the list of clients on the
    Clients
     setup screen and select one of the following options to open the corresponding
    Copy From
     window:
    • 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 select
    Copy Contact From
     to open the
    Copy Contact From
     window.
  • Right-click selected fields on the
    Contact
     window and select
    Copy Contact From
     to open the
    Copy Contact From
     window.
  • Right-click a template on the
    Project Templates
     setup screen and select one of the following options to open the corresponding
    Copy To
     window:
    • 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 dropdown list to select the contact you want to copy information to.
  2. Mark the
    I understand this will replace any existing data
     checkbox. You won't be able to complete the process until you mark this checkbox.
  3. Select
    Copy Now
     to copy the information and close the window.
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 dropdown list to select the contact you want to copy information from.
  2. Mark the
    I understand this will replace any existing data
     checkbox. You won't be able to complete the process until you mark this checkbox.
  3. Select
    Copy Now
     to copy the information and close the window.
note
  • If you reached this window from the
    Clients
     setup screen, be sure to select
    Enter
     on that screen to save the client.
  • If you reached this window from the
    Contact
     window, be sure to select
    OK
     on that window to save the client.

Copying project templates: Selecting a destination template

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

This article applies to:

  • Product: Practice CS
  • Subject: Setup