Ability to copy/Save As on Request records

•Current Function: Currently, users can Renew Requests if they want to "copy" information over into a new date for the same Org

 

•Desired Function: The client wants to be able to Copy details from an existing Request record, then be able to set the newly copied record to a new Organization or with a different Request amount as needed

 

•Reason for Function: In many cases, the client has all the coding in a Request that they need for another Request, but must start from scratch to create a new record - adding this "copy" feature would save the client time and effort, improving their workflow.

 

  • Guest
  • Feb 26 2016
  • Reviewed: Voting Open
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