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R
Rachel66ITS
Level 2
April 26, 2023
Question

how do you copy client data when doing multiple years

  • April 26, 2023
  • 1 reply
  • 3 views

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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1 reply

M
Mario B
Level 11
April 26, 2023

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

    R
    Rachel66ITSAuthor
    Level 2
    April 26, 2023

    ok...ill try and let you know

     

    thanks

     

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