Copying Profile Data to Another Profile
The Copy Data feature provides the ability for you to copy profile data to one or more profiles that you select. When using this feature the target profile data is overwritten.
Profile data components that can be copied by profile type include:
| Profile components that can be copied | Between claim office profiles | Claim office to repair facility profiles | Repair facility to claim office profiles | Between repair facility profiles |
|---|---|---|---|---|
| Address | X | |||
| Address & Contact Information | X | X | ||
| Adjustments | X | |||
| Catastrophes | X | |||
| Company Information | X | X | ||
| Disclaimers | X | |||
| Other Charges | X | |||
| Part Codes | X | |||
| Predefined Events | X | |||
| Predefined Notes | X | |||
| Rates | X | X | X | X |
| Rules | X | X | X | X |
| Statement From | X | |||
| Valuation User ID's | X |
To copy profile data
- Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
- Select the profile to copy data from, and then select Copy > Data from the mini-toolbar. The Copy Data Profile screen opens.
- Select one or more data components from the Copy From section.
- Select one or more profiles in the Copy To section.
- Click OK. The profiles you selected are updated.
