Using Auto-fill to Complete Client Requirements
- Anastasia Medovkina
You can auto-fill the completed requirements from one client to others to avoid redundant data entry. On the Auto-fill Requirements page, you can copy the following standard requirements from one client to apply them to another:
- Dispatch Preferences
Client Contacts
Attention!
You will see this section only if:
- A selected client requested contacts.
- You have already completed this type of requirement for one of the other clients who also requested the Client Contacts requirement.
Banking
Attention!
The Banking section appears only if:
- A selected client requires you to upload a blank check.
- You have already completed this type of requirement for one of the other clients.
- The user viewing the page has the Financial Authority permission to view the Banking requirements.
It can be configured by the administrator user in Administration > Selected User Name > Directory / Fixxbook Permission > Financial Authority.
Save you time and watch a short video about autofill.
On the Auto-fill Requirements page in the Dispatch Preference section, click Select Client and select the client from whom you want to copy the information.
If a requirement is completed, you will see the Done status next to the section.
- Review the data and click Save to apply this data to the selected client.
- (Optional) Click Edit to open the Dispatch Preference requirement and make changes to the data.
- In the Client Contacts section, click Select Client and select the client from whom you want to copy the information.
Review the data and click Save to apply the contacts to the selected client.
(Optional) Click Save&Edit to open the Client Contacts requirement. From the Client Contacts page, you can assign / unassign contacts and edit the contacts list.
- In the Banking section, click Select Client and select the client from whom you want to copy the blank check.
- Review the data and click Save to apply the banking information to the selected client.
- (Optional) Click Edit to open the Banking requirement. From the Banking Requirement page, you can upload the blank check if needed.
Tip!
You can copy requirements not only on the Auto-fill Requirements page. The Copy From function is also available at the top of the following pages:
