I am very pleased to see that the latest version now includes the ability to effectively “clone” a sales quote but where the date is updated to today’s date. I understand the concept of cloning (where the date is identical to the original quote) as opposed to copy to where the date changes to the c…

The difference between Clone and Copy to is so marginal, it doesn’t really matter if it’s not understood. You should still review whatever you are creating. It’s not like Clone or Copy to immediately create something new. You still need to click Create button to actually create something.

I suppose that is a point. The difference is quite marginal but not entirely. My biggest headache with the clone button was that I kept forgetting to update the date. So I always keep the lock date set after every quarter to prevent an accidental quote creation dating months ago. So I can see the va…

I’m not completely happy about some screens having too many buttons however, giving users ability to hide some buttons such as Clone, that would just open completely new can worms.

In other related discussion I suggested: [image] Copy to function in receipts and payments Clone = Exact Copy while Copy To indeed updates the date to today. Clone can easily be updated by clicking the date and select today’s date. However, not sure why an exact copy would be needed if the copy …

@eko the reason why Clone button exists is because it’s universal to everything. You can clone reports, transactions, items… anything. Some screens have Copy to... button in addition to Clone but I think for the sake of muscle memory I would not remove Clone button from any screen.

[image] dalacor: My biggest headache with the clone button was that I kept forgetting to update the date. Same for me. Was surprised on the decision to keep the original document date in the change a while back, for me, only thing that’s causes issues from time to time. Look to use copy to n…

Understand the rationale. Maybe not too problematic to change copy to to include both new receipt and new payment where the date is today’s date while in clone the date remains as in original, ie retains to be an exact copy, This would be [CORRECTION] should read consistent (not inconsistent) with h…

I agree, it is a difficult one. My original suggestion some weeks/months back was to have a form default for the clone option to say keep original date or update to today’s date so each business could decide. But then it is inconsistent with cloning elsewhere in the program. But then again, when I c…

[image] lubos: Some screens have Copy to... button in addition to Clone I suppose the long term outcome will depend on how wide spread “Copy to…” Menu becomes. As the clone button is very similar to a “Copy to…” menu with as single entry. I’m happy with any combination.

@lubos Would it be possible to add the clone option to the ‘Copy to’ menu? It would remove one button from the screen and still offer all options. It doesn’t affect me but does seem like a viable option.

Clone Versus Copy To Function

eko June 1, 2021, 10:10am 5

In other related discussion I suggested:

Topic		Replies	Views
Copy To Behavior for cancelled sales quotes	23	1308	September 7, 2021
Date Issue When cloning	7	1833	December 24, 2015
Copy to function in receipts and payments	10	637	June 7, 2021
Form field default clone date set	0	206	May 4, 2021
New Receipt button on Sales Invoice (gone)	23	658	June 8, 2026

Clone Versus Copy To Function

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