Clone Record  

Permission Required: Create permission of the record

1. Click the record you want to clone and in the [Module] Details page, select Clone from the Edit dropdown button.
   
   
   
   
2. 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

1. Open the record you want to clone.
   
2. Tap more options [ ] and select Clone.
   
   
   
   
3. Make the necessary changes and click Save.
   
   
   

Change Owner  

Permission Required: Change Owner permission of the record

1. Click the record whose owner you want to change and in the [Module] Details page, select Change Owner from the Edit dropdown button.
   
   
   
   
2. Select the user you want to be the owner and click Change.
   
   

Change Owner From Mobile App

1. Open the record whose owner you want to change.
   
2. Tap more options [ ] and select Change Owner.
   
   
   
   
3. Select the user you want to be the owner.
   
   
   
   
4. Click Change.
   
   
   

Change Territory

Permission Required: Change Territory permission of the record

1. Go to the record whose territory you want to change, and on the [Module] Details page, click Change Territory.
   
   
   
   
2. Select a territory and click Proceed to Confirm.
   
   
   
   
3. Click Change Territory.
   The list of related records will be displayed whose territory will also change.
   
   
   

Change Territory From Mobile App  

1. Open the record whose owner you want to change.
   
2. Tap More options [ ] and select Change Territory.
   
   
   
   
3. Select the desired territory and click Proceed.
   
   
   

Print Record

Permission Required: Print permission of the record

1. Click the record you want to print and in the [Module] Details page, select Print from the dropdown button.
   
   
   
   
2. Click Print.
   
   
   

Points to Remember 

1. If the permission Show Pricing is disabled, then the Print option will not be available.
2. 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:

1. Open the record you want to print and select Print from More options.
   
   
   
   
2. Tap the Print [] icon.
   
   
   

Download Record

Permission Required: Download permission of the record

1. Click the record you want to download and in the [Module] Details page, select Download from the dropdown button.
   
   
   

Points to Remember 

1. If the permission Show Pricing is disabled, then the Download option will not be available.

Download Record From Mobile App

1. Open the record you want to download and select Download from More options.
   
   
   
   
2. Click Save.
   
   
   

Add Record Image

1. Navigate to Setup > Customization > Module and Fields.
   Only users with the profile Administrator will have this option.
2. Click on Assets or Services And Parts.
   
3. Enable the toggle for Record Image and click Save.
   

 

1. Go to the module and click on the record to which you want to add the record image.
   
2. Click on the Image field.
   
   
   
   
3. In the Upload Image popup, click on Choose File to Upload and click Upload.
   
4. Click Save in the record.