Where you see an icon that looks like two sheets of paper, you can clone that kind of data in Current RMS. You can clone:
Opportunity groups
Opportunities
Do you do the same job year after year? Clone an opportunity to create a copy as a draft. From there, simply change any details such as dates, prices, or the venue and convert to quotation or order.
To clone an opportunity, hit the icon in any opportunity list.
From an opportunity page, choose Clone opportunity under Actions to clone an opportunity.
Products
To clone a product, hit the clone icon from the main product page.
A copy of the product is created and you’ll automatically be brought to the edit screen for it so you can change the details. Stock levels are not cloned.
Activities
To clone an activity, hit the clone icon from the main activity page.
A copy of the activity is created and you’ll automatically be brought to the edit screen for it so you can change the details.
Opportunity groups
Groups that you create on an opportunity can be cloned to create a copy on the same opportunity. Just hit the blue arrow in the opportunity items list and choose Clone from the menu.
You may also copy and paste a group between opportunities. Simply choose Copy from the menu next to a group on one opportunity, open another opportunity, then hit Paste from the add new opportunity item/group menu.
