You can amend an already created Database Area so that it has the same settings as another Database Area by copying the Area settings. This will not copy Data.
Please note that an Authority Level of Power User or above is required to copy settings.
Before doing this, please be aware that any existing settings in the destination Database Area will be overwritten with the settings of the source Database Area.
Select Menu, Setup > Database Areas and click on the button
Select the Source Area (the Area you want to Copy Settings from) and the Destination Area (the Area you want to Copy Settings to).
Individually select the settings you want to copy or select the 'Select/Deselect All' so that all settings are going to be copied.
Setting | Description |
Main Settings | All Database Area settings from the Menu option, Setup > Database Areas Additional Page tab settings.
|
Additional Fields | Account Additional Fields only.
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Owners | All Owner setup information.
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Statuses | All Status setup information.
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Responses | All Response setup information.
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Scripts & Callguides | Both scripts and callguides.
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Projects | All Project setup information.
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Contact settings | Contact titles (eg Mr, Mrs etc), Contact job titles, Contact types, Contact Additional Fields
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Product settings | Product code details, Manufacturers, Tax codes, Product groups, Product status.
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Custom headings and Control settings | All text and control settings from the Menu option, Setup > Field Headings > All-fields (Area no.) |
Documents | All Document setup information.
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Sales people | All Sales People setup information.
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Then select
A warning will appear to advise you that any existing settings in the destination Database Area will be overwritten with the settings of the source Database Area. You will need to 'ok' this popup to continue.
You can then double check the destination Area to look at the settings.