This user guide explains how to use the improved Copy From functionality in the Deal Sources section. The updated feature allows users to selectively copy specific Deal Source records from an existing Deal instead of copying all associated data.
Previously, the "Copy From" button copied all Deal Source data from another Deal. With the updated functionality in R37.2, users can now:
-Search and select a specific Deal
-View and choose individual Deal Sources from that Deal
-Copy only the selected Deal Sources
Please pay attention that by default, only Deal Source Name, Capital Source, Account, and Contact record values will be copied to the current Deal Source grid. If you would like to copy values from other fields, read the admin guide How to Configure a FieldSet for the Copy From functionality.
To discover the new experience with improved Copy From functionality, follow the steps below:
1.Navigate to the Deal Sources section of your Deal.
2.Click the Copy From button.
3.Use the search bar to search for necessary Deal record.
4.Select a Deal from the dropdown.
5.After selecting a Deal, a table will appear listing all child Deal Sources associated with that Deal. If no child Deal Sources are found on the selected Deal, you’ll see a message stating that “No child Deal Sources for the selected Deal record. Please choose another Deal record.”
6.Use the checkboxes to select one or more Deal Sources from the table. You can also Select All / Deselect All using the checkbox in the column header.
7.Once at least one Deal Source is selected, the Next button becomes enabled. Click the Next button.
8.Click Ok to confirm.
As a result, Deal Sources were copied to the current Deal.