Copying a CRM Screen

The ability to copy an existing screen of the same type is available to assist in quickly setting up your case types and ensuring consistency of field and layout design across your system.

If the selected CRM user defined tab has been designed in another case type, clicking the Create hyperlink on the Tab Setup Tab will prompt a message to display offering the option to copy the user defined setup from the same tab of another case type.

1. Click the Yes button to copy user defined fields from an existing screen.
2. Click the No button to abandon the copy process and display a blank Design Layout Screen for the selected CRM Tab.

The selected CRM Tab does not need to be active in order to access the User Defined Setup. However, the Active check box must be selected in order to copy the selected tab in a Case Folder.

3. If the Yes button is clicked on the Copy Screen message, the Copy Screen Definition window will display a list of Case Types where the selected tab has a defined screen.

4. Select the desired Case Type in the Copy CRM Screen Definition Window from which to copy user defined fields and click the Select button.
5. Click the Close button to cancel the copy process and display a blank Design Layout Screen.
6. Click on the Save button to save the new screen.

All user defined items from the selected Case Type will display on the newly created Design Layout Screen.