Rachel66ITS
Level 1

how do you copy client data when doing multiple years

I am doing 2017-2022.  There has to be a way to copy name/address/etc from year to year.  I don't have to enter it 7 times right??

 

Mario B
ProFile Team

Other Questions

you need to carry forward the 2017 to a 2018 then 2019 to 2020 etc. , 1 year at a time starting for oldest year 

Rachel66ITS
Level 1

Other Questions

ok...ill try and let you know

 

thanks