Copy Fields (BTB, OTC)

The options in this category determine which fields are copied between info areas using the Copy to ... context menu entry.

Example (BTB): The Copy to Offer entry in the context menu in the Service Contract info area: Use the Copy Offer to Offer option to define which custom fields are copied to a new offer when using the Copy to Offer entry in the context menu.

Select an entry and select Add/edit value from the context menu to enter values. Select the desired fields in the Copy Fields dialog box. The selected field numbers are automatically entered in the Value field.

When copying data, the settings are applied in the following order:

1. Aurea CRM's internal business logic
2. The options in the Copy Free Fields category
3. The options in the Copy Fields category