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Home/Forums/Support Forums/Feature Requests and Suggestions/Clone/Duplicate/Copy

Clone/Duplicate/Copy

Home › Forums › Support Forums › Feature Requests and Suggestions › Clone/Duplicate/Copy

  • This topic has 4 replies, 2 voices, and was last updated 7 years, 7 months ago by Master Toby Milroy.
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    • February 13, 2017 at 6:12 PM #1083
      TestUser1001
      Participant

      Can the ability to Clone/Duplicate/Copy and Prospects information be added as an option when there are 2 or more Prospects of the same family or reside at the same address.

      Thanks!

      Mike

    • June 6, 2017 at 5:35 PM #1174
      Master Toby Milroy
      Keymaster

      Mike,

      When you’re completing an agreement, you can use the button that says “Use Existing Buyer” (or student, or prospect)….but I’m guessing that might not be precisely what you mean here.

      Are you describing using the ‘same’ address (etc) for multiple family members on the same agreement?

      If so…..there is a button by the “address” field that you can click that will populate the Buyers’ address info into any number of students.

      Does this solve what you’re describing??

       

    • June 9, 2017 at 7:47 PM #1176
      TestUser1001
      Participant

      This is for the instances where you have another family member enroll after an agreement has already been created for the primary family member or where you have two or more people residing in the same household but want to have separate accounts and agreements.

      The ability to create a copy eliminates having to re-enter the same address, phone, buyer info, etc. as applicable.

      Thanks!

      Mike

    • June 14, 2017 at 12:53 PM #1180
      Master Toby Milroy
      Keymaster

      I think I’m following…wouldn’t the “Use Existing Buyer” or “Use Existing Student” accomplish this?

       

    • March 8, 2018 at 9:07 PM #1709
      Master Toby Milroy
      Keymaster

      I think the “Use Existing Buyer” or “Use Existing Student” solves this.

      Please let me know if there is more to this.

       

      Thanks!

       

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