Copying to Create Multiple Related Functions

The Copy function speeds up the event agenda creation process by allowing the user to reuse the work completed for previous functions. If another function has many of the same characteristics as the new function, the user can duplicate a function and then edit it to reflect the new function's unique requirements. For example, you can keep some function line items, add new line items, and delete line items that do not apply.

The user can select multiple function records and create multiple copies of a selected function, and then associate subfunctions and line items across a selected date range.

To copy a single function

1. Navigate to the Opportunities screen, then the List view.

2. In the Opportunities list, query for the opportunity record.

3. In the Opportunity record, click the link in the Opportunity Name field.

4. In the Function Agenda list, select the required function, and click Copy.

5. In the Copy Function form, complete the fields, and then click Copy.

   In the Copy Function form, if you select the subfunction check box, then the subfunctions are automatically copied. If the subfunction check box is not selected, then only the function and the line items associated with the function are copied.

   If you then select the Line Item check box, the line items associated with the original function are copied to the new function. By default, the subfunction and line item flags are selected, and the function is associated with the original opportunity for the function. You can select another opportunity if necessary.

   You can also create multiple records by selecting a value greater than 1 in the #of Copies/Day field. You can also change the function timing by changing the values in the Start From (date), Duration, Start Time or # of Days fields.

   If you change the start time of the function, then the start times of all line items that are copied are also changed.

To copy multiple functions at the same time

1. Navigate to the Opportunities screen, then the List view.

2. In the Opportunities list, query for and select the required opportunity record.

3. In the Opportunity record, click the link in the Opportunity Name field.

4. In the Function Agenda list, select the functions:

   • To choose contiguous functions, select the first function, press SHIFT, and then select the last function to be copied.

   • To choose nonadjacent functions, select the first function, press CTRL, and then select another function.

5. Click Copy, complete the fields in the Copy Function form, and then click Copy again.

6. Update the fields in the new record.