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.