How to copy an entry in a register from One Company to Another.

How to copy an entry in a register from One Company to Another.

Provision to copy entries in a Register is provided only for the register of Members. This is to save the data entry effort for entries that are already available in BLISS.
Step 1 : When you log into BLISS, you will land on your portfolio page, as shown below. Click on the company in which you want to copy an entry in a Register from one Company to another.


Step 2 : Click on Registers.

Step 3: Select the Register of Members.


Step 4 : Click on the folio entry that is to be copied.
For instance: The particular entry is for a Member in Company Test Co.

Step 5 : Click on the Copy icon.


Step 6: Type the name of the Company in BLISS (From your Portfolio).


Step 7: Confirm the name of the Company displayed and click on Paste.


Step 8 : Select OK on confirmation box to paste the details in the Register.


Step 9: We can see the copied data here.