Client Management                               Customer Explorer                               Customer Structure

Customer Structure

Sites Right-Click Options: Copy Site From Another Customer

Site Copy (continued)

2.  The Copy Site form will be displayed.  In the Source Customer# field the User may type in the customer number and click the binoculars icon or click the binoculars icon to lookup the customer number from which Site and System information will be copied.

In the Copy Options section, select the desired options; when finished click the Transfer button located at the lower right of the Copy Site form.

A confirmation message will be displayed; click the Yes button to complete the process.

FRM2026                                                                      FRM 2027

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