Setting up profiles for employees, vendors, clients and projects can be tedious and time-consuming, especially when manually setting up information from another system. Many records contain the same data. Web Suite’s Clone feature allows you to duplicate a record to a new one. After cloning records, you can add or modify the unique data. Cloning does not change the original information or ID. Because Web Suite copies all fields from the source record to the new record, using a clone template reduces editing and setup time.
You need to examine your existing data for commonalities and then create ‘clone templates for each type’. A clone template contains general or common data you want to include in all new records. For example, if you employ many sub-contractors for network installation and administration projects, it saves time to create a clone template for this type of a vendor. Similarly, drafters in an architectural firm typically have similar information in their records, such as bill rates, standard hours and so on. Again, you can create a clone template for drafters and then use it to set up new profiles quickly. In short, you can create a Staff Employee Template, Manager Employee Template, Standard House Project Template, and so on. Be sure to give a special ID to each clone template.
You can use the cloning feature for many items in Web Suite, such as employee, project, client, activity, etc. The following are descriptions of generic fields on the Clone screen:
Clone From:
Select the ID of the item that is to be cloned from the list. For example, if you want to clone the employee profile of Curtis James, then select his ID (CJ) from the list.
Clone To:
Enter the ID of the new record to be created. E.g., to create a clone of CJ for a new employee, Allen Marcello, enter the new ID, AM, here.
Clone Button Panel
Return:
Closes the screen and takes you to the previous screen.
Save:
Saves the cloned record and closes the screen.