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Created by Guest
Created on Aug 5, 2020

Create Equipment Item Based On A Template Item

Some customers create equipment items with a set of pre-defined data (both standard and custom). To avoid switching between screens/records it would be useful to mark an existing item as a template item and then have the "Based On" option show these to reduce keystrokes/clicks much like the Quotes Based On feature

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  • Guest
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    Aug 5, 2020

    A shortcut to adding by manual entry or template would make life a little easier, especially if there are a number of items to add

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