Save a Subject as a Sale

To convert the subject of a ClickFORMS report into a sale for the DataLog, follow these steps:

1. Open the ClickFORMS report that contains the subject in question.

2. Click the Copy Subject As Sale button on the Tools tab of the ribbon. This places the information onto the Clipboard.

3. Open DataLog and select the destination folder.

4. Click Transfer Sales--Paste Sale.

5. To see the sale in the grid, scroll around to refresh the screen. You will need to manually key in some of the data such as grantor/grantee because not all subject data will transfer.