Duplicating a Job

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Perhaps you have several condos with the same specifications. Create one job that has all the information you need, then use the Duplicate feature to create a new job for each condo.

  1. On the Job or Job Detail page, click on the Job Name and select Duplicate...
  2. Change the Job Name or Account if desired
  3. Deselect any sections you don't want to duplicate on your new job
  4. Review the values in job fields. (Between the fields for Salesperson and Notes you will see any job custom fields in your database. In this example Region is a job custom field.)
Additional Info: The values for job custom fields with a data type of "auto-number" are not duplicated. When the new job is added the next sequential number will be assigned to the field.
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