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Search HansaManuals.com HansaManuals Home >> Standard CRM >> Working Environment >> Windows Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Record Window - Drag and Drop You can drag and drop records from a browse window or 'Paste Special' list onto the record window of a particular record. For example, you can drag a Customer Number from the 'Contacts: Browse' or the 'Paste Customer' window into a Quotation. With both the 'Contacts: Browse' and 'Quotation: New' windows open, find the correct Customer in the list, click on the Customer Number and drag it to the Customer Number field of the Quotation. You can add Items and information from settings such as Payment Terms to Quotations and other records in the same manner. In the case of Items, you can open the 'Items: Browse' or the 'Paste Item' window and select a range of Items by clicking while holding down the Shift key. Then drag them to the Item field in the first empty Quotation row.You can also copy lists from spreadsheets or word processing documents. For example, you can copy a list of Item Numbers from a spreadsheet and paste it in the Item field in the first empty Quotation row. All appropriate Item Descriptions, Prices, etc will be brought it automatically. If you have several Companies, you can transfer information from one Company to another by dragging and dropping between browse windows. For example, when you create a new Company, you can drag all the Items from the 'Items: Browse' window of an existing Company to that of the new Company. This makes it easy to transfer basic information to the new Company. --- In this chapter:
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