Getting Started #
Are you starting a new implementation or want a new test company?
The Company Copy templates give you the ability to download setups from one company and import as a new company. This process gives you the option to review what is being copied. You can remove any “Do Not Use”, “N/A”, “DELETE” or unwanted records before importing into the new company.
If you are frequently bringing companies into your Vista environment then you need TAD.
Available Templates #
- Company Copy – Setup & Main Records
- Company Copy – Setup Only
- Company Copy – Setup No Groups
- Company Copy – Exception #1
- Company Copy – Exception #2
- Company Copy – Exception #3
- Company Copy – Company Parameters