Hi there,
Cloning a quote or order is now cleaner: stale dates no longer carry over, services clone correctly, and every clone is linked back to the order it came from.
What's New:
• When you clone, the Deposit Due Date and Quote Expiration Date now start fresh instead of inheriting the original order's old dates
• Cloned services are created as new records, fixing a bug where they could conflict with the original
• The new order's activity log records that it was cloned, with a clickable link back to the parent quote or order
How to Use It:
• Use the Clone action on any quote or order as you normally would
• Review the deposit due and expiration dates on the new order and set them fresh
Benefits:
• No more back-dated deposit or expiration dates on cloned orders
• Clear traceability from a clone back to its source
If you have any questions, please reach out to our team through the chat or by emailing [email protected].