Skip to main content

Practice Management: Duplicate the Custom View by JOE Rights profiles or by Fee Earners

Updated over a month ago

Use the following steps to duplicate the Custom View by JOE Rights profiles or by Fee Earners:

  1. Select the Design button in your toolbar to open the Custom View Designer.

  2. From the left hand pane highlight the Custom View.

  3. Click on the drop down arrow next to the duplicate button.

  4. Select Yes to duplicate by Joe Profile, or No to duplicate by Fee earners.

  5. Select the appropriate Profile or Fee EarnersB

  6. Select Duplicate Layout.

Did this answer your question?