You, a Responsible Organization (Resp Org) user, can use the “Transfer Portions from Source” section to select which portion(s) needs to be transferred from the Source Record. This can be the “Entire TR” or Call Processing Record (CPR) or Label Definitions (LAD). The check boxes for CPR and LAD will be enabled only if the Source Record contain those sections. For a Template Record (TAD) (also known as a TR) with only TR Basic Data, the CPR and LAD check boxes will be disabled.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.