Forum Discussion

JMMPW's avatar
JMMPW
Contributing User
2 years ago

Import quote template into a new Job

We often have repeat jobs, which prompt our sales team to duplicate an old job to get the full list of material/labour used for the job.  However by doing so, the process also copy through all old notes.  Is it possible to just copy the information from the quote page to a new job with nothing else?  Alternatively is it possible to cut and paste a list of material into the quote page for the job?

  • Bridie_M_MYOB's avatar
    Bridie_M_MYOB
    MYOB Moderator
    2 years ago

    Hi There, 

     

    Thank-you for your post, I have sent you a private message for some additional information to ensure your query gets through to the correct team.