Copying a type

You can create a new type with information from an existing type.

To copy a type

1. From the > Setup > General menu, click one of the following:

• Employee Types
• Client Types
• Contact Types
• Project Types
• Vendor Types

2. Click the item you want to copy, and click Copy.
3. Change employee type, client type , contact type, project type, or vendor type information as needed.
4. Click Save. The type appears below the current row. To move it, click the row and click or .

5. Click Close.