1.Search for the quote that you want to duplicate by either:
▪Clicking on the View/Edit Quote icon in the ribbon, or
▪Clicking on the Create List icon in the ribbon and use the search criteria to narrow your choices. Select the quote you want to duplicate from the search result.
2.Click Create Similar in the Quote footer.
3.A selection screen will appear. Choose which fields of that one quote you would like duplicated on the next quote and click OK.
|
Select All will exactly duplicate the fields from the chosen quote – with the exception of the Quote# (a unique number for every quote is automatically generated by Jim2, regardless of how you are adding a Quote), Status and time/date/initial fields. |
4.You will now have a new quote that will be similar to the first. You can now edit the Quote fields as normal.
|
In Edit mode Create Similar will automatically save and close the original quote and create a duplicate. In View Create Similar will keep the quote open and create a duplicate, ready to edit. Cancel Similar will abort the adding of the new quote (without effecting the original). |
|
In a multi-user environment where others could be adding Quotes at the same time, it is a function of Jim2 to monitor the sequence of unique Quote numbers issued at all times. If a Cancel Similar is nominated by one user, and another user has been given the next sequential Quote number already, the obsolete Quote number is automatically given a system status of Cancel to ensure the integrity of the database. This is different to a user selecting a Quote Status of Cancel. |
Further information: