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Copy Selected Form's Data to a New Crop Year

• Copying perennials to the new year like crp, almonds, etc
• The form was saved in the wrong year
• The form has static data that rarely changes between crop years

This feature is available only in Surety Pro and is accomplished through the Forms Manager by use of the Copy Selected feature. 

A client needs to be selected first. When selecting the client, choose the crop year that the form record that you want to copy exists in. 


Then open the Forms Manager in your Surety Pro subscription. 


If a specific form is not selected, then the copy selected option will not appear in the "More" drop-down.


Select the Form type you would like to copy. The Copy Selected button will then be added to the "More" drop-down.


Select the form(s) you want to copy into a new year and click Copy Selected.

A dialog box will come up asking for a year to be entered.


One you type a valid year and click "Copy" the process will run


and show a summary of the results.


Click "OK" and you can now see that the entire form is duplicated except for the Crop Year.


See Also:

• Forms Manager (Manage All Forms, Edit Forms)
• Surety® Pro Features