Copy To New Job

Top  Previous  Next

How to get here

 

With a job on the Main Form...

 

From the Action menu, choose Copy to New Job

OR

From the Action Bar, choose "F2 Copy to New"

OR

Press F2 on your keyboard

 

 


 

Allows you to copy the current job to a new job, including the details you specify. The new job will have a new job number and will begin in a New Job state. The original job will remain untouched.

 

 

Include

 

Customer

 

Tick to include the job's current customer on the new job

 

 

 

 

Note Items

 

Tick to include non-financial items from the current job on the new job. Non-financial items are notes such as the Patient name, Shade or other note item type that you may have added.

 

 

 

 

Value Items

 

Tick to include financial items (ie. those that can have a monetary value) from the current job on the new job.

 

 

 

 

Private Note

 

Tick to include the private note (at the bottom of the Main Form) from the current job on the new job.

 

 

 

 

DeliverTo

 

Tick to include the Deliver To address from the current job, on the new job.