Common Record Operations
There are several actions that can be performed commonly on records. Details of these actions and the steps to carry out them are explained in the sections below. Note that these actions are not applicable to all modules.
Clone Record
Permission Required: Create permission of the record
You can easily create a record by replicating the details of another record using the cloning feature. To clone a record:
- Click the record you want to clone and in the [Module] Details page, select Clone from the Edit dropdown button.
- In the Clone [Module] page, make the necessary changes and click Save.
All the details from the source record will be prefilled.
Clone Record From Mobile App
To clone a record from the mobile app:
- Open the record you want to clone.
- Tap more options [
] and select Clone.
- Make the necessary changes and click Save.
Change Owner
Permission Required: Change Owner permission of the record
By default, the Super Admin is the owner of all the records. You can assign another user as the owner of a record by following these steps:
- Click the record whose owner you want to change and in the [Module] Details page, select Change Owner from the Edit dropdown button.
- Select the user you want to be the owner and click Change.
Change Owner From Mobile App
To change the owner of a record from the mobile app:
- Open the record whose owner you want to change.
- Tap more options [
] and select Change Owner.
- Select the user you want to be the owner.
- Click Change.
Print Record
Permission Required: Print permission of the record
You can print the details of a particular record. To print a record:
- Click the record you want to print and in the [Module] Details page, select Print from the dropdown button.
- Click Print.
Points to Remember
- If the permission Show Pricing is disabled, then the Print option will not be available.
- In the case of Estimates, you can print the record only after you have emailed the estimate.
Print Record From Mobile App
To print a record from the mobile app:
- Open the record you want to print and select Print from More options.
- Tap the Print [
] icon.
Download Record
Permission Required: Download permission of the record
To download a record as a PDF:
- Click the record you want to download and in the [Module] Details page, select Download from the dropdown button.
Points to Remember
- If the permission Show Pricing is disabled, then the Download option will not be available.
Download Record From Mobile App
To download a record from the mobile app:
- Open the record you want to download and select Download from More options.
- Click Save.
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