I would like to be able to save as or copy from when I create new appeals. Currently, we are sending out patient mailings every month that have over 10 packages to them. The description is quite a long field.
Right now, at least I can have both windows open to be able to copy and paste between them and then just update the month in the ID,
Description and enter the packages, but being able to just copy or save as would be even faster.
(I thought I had seen this idea on here already, but I can't find it today, so am submitting.)