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This article has a training video on Copy and Paste Lines from Desktop Quotes” in COMPAS Go.
COMPAS Go cannot process copied lines directly from a Desktop quote. Users now have a way of doing this in COMPAS Go. Are you trying to find a quote or order? Look into “Job List”. Here users will find a mirror image of the Desktop folder structure. Users can navigate the folder to find the quote. Open the quote and “Copy Lines”.
If a user already knows the name or quote number, use “Search Quotes”. Select the Quote or Order filter. Open the quote. Copy lines. Go to the quote you are working on and Paste. If pricing or panelboard structure needs updated, users can run the utilities in the quote.
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