View source for Master Schedule Template



Clearing the '''Copy Custom Fields''' check box will prevent any data stored within the Level 1 [[Custom Fields]] on the Master Template will not be copied to the new Level 1
* Level 1 [[Sstandard Field]] data on the Master Template will ALWAYS be copied to the new Level 1.
* Level 2 [[Standard Fields]] AND [[Custom Field]] data on the Level 2s attached to the Master Template will ALWAYS be copied to the new Level 2 records.

Clearing the '''Copy Contacts''' check box will prevent the contacts assigned to the Master Template in the Level 1 contacts section from being copied to the new Level 1 record.
* The Level 1 '''Person''' field will always be blank on the new record.
* The Level 1 '''Owner''' fill will be populated with the name of the person who created the copy.
* Level 2 '''Contacts''' and '''Owner''' are NEVER copied from the Level 2s on the Master Template to the new Level 2 records.

Clearing the '''Copy Companies''' check box will prevent any companies assigned to the Master Template in the Level 1 Companies section (if enabled) from being copied to the new level 1.
* If a Company is selected in the '''Client''' Standard Field and/or a Branch is selected in the '''Branch''' they will ALWAYS be copied to the new Level 1 record.


Only Level 1 and Level 2s on the Master Template are created with the copy. Any Level 3s configured on the Master Template will not be created on the new record set.

[[Category:Universal Tracking Application]]