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Rachel66ITS
Level 1
posted
‎April 26, 2023 10:09 AM
last updated ‎April 26, 2023 10:09 AM

how do you copy client data when doing multiple years

I am doing 2017-2022.  There has to be a way to copy name/address/etc from year to year.  I don't have to enter it 7 times right??

 

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2 Comments 2
Mario B
ProFile Team
ProFile Team
‎April 26, 2023 01:24 PM

how do you copy client data when doing multiple years

you need to carry forward the 2017 to a 2018 then 2019 to 2020 etc. , 1 year at a time starting for oldest year 

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Rachel66ITS
Level 1
‎April 26, 2023 01:28 PM

how do you copy client data when doing multiple years

ok...ill try and let you know

 

thanks

 

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