gnichols

Is there a way to copy the project information from one project to another?

Here's the idea... We have a number of clients where we do multiple projects (hence all of the contact info, etc remains the same), the only thing that changes is the project location.

Obviously this probably isn't used very often in a consumer client list, but in a commcerial realm, it's used quite often since we are dealing with the same project managers, etc.

Thanks!

./griggs

Kevin Mikelonis

Originally Posted by gnichols

Is there a way to copy the project information from one project to another? Here's the idea... We have a number of clients where we do multiple projects (hence all of the contact info, etc remains the same), the only thing that changes is the project location. Obviously this probably isn't used very often in a consumer client list, but in a commcerial realm, it's used quite often since we are dealing with the same project managers, etc. Thanks! ./griggs

Create a new 'empty' project and open it in TEXT.

GoTo the menu bar and select DTOOLS>INSERT SYSTEM

From there you could import only the project information, but there are other options too and you do not have to insert 'The System'

try it...

__________________
Kevin Mikelonis
Process Dealer Services Group
D-Tools Certified Partner
PO Box 3443
Paso Robles, Ca
805.275.2308
www.processdsg.com
info@processdsg.com

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gnichols

Originally Posted by Kevin Mikelonis

Create a new 'empty' project and open it in TEXT. GoTo the menu bar and select DTOOLS>INSERT SYSTEM From there you could import only the project information, but there are other options too and you do not have to insert 'The System' try it...

You rock! I knew that would be buried somewhere! Thanks!