Event Planner: Copying Events

From FloristWiki

This feature is available beginning in FTD Mercury X3 Fall.

If you need to copy an event for some reason (such as wanting to create a new event that is going to be similar to the existing one), you can do so easily from the Event Dashboard.

To copy an existing event:

1. On the Event Dashboard screen locate the event you want to copy. You may need to perform an Advanced Search to locate the event.
2. Once you have located the event, click Copy. The Event Setup screen opens, enabling you make changes to the new event.
3. Make any changes as you need to for locations and items.

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