Transferring and copying a sales case

Sales cases can have a parent (source) and several successor cases. A transfer is usually effected to a higher-order sales case. However, JustRelate CRM offers the possibility to decide into which case you want to copy. This allows you to not transfer an existing quote to an order, but to reuse it, to modify it for another customer or to reconfigure the scope of supply without creating the whole quote again.

The transfer, e.g., of an inquiry into another sales case (e.g. quote) including all relations can be done using the function Transfer. In accordance with the sales situation, transferring into another case can be done regard­less of activities. Depending on the type of the new record, you can decide which data should be accepted during the transfer. The data of the source object is copied and transferred to the successor.

Note: As a default, all data is transferred. You can decide which data is to be transferred by activating or deactivating the respective checkboxes.

The source record persists. The tab Trace back (under Additional data) lets you determine whether a record was transferred and thus a source record exists. From there, you can open the parent via a hyperlink, i.e. without a complicated search.

Here, further successors or a different source object can be assigned to the current record.

Attention

Attention: Note that all records assigned as a successor here, and that already had a source, are sep­arated from it and integrated into the structure of the current record.