Method One: Creating a New Class

This method creates a new class, copying the settings of another class.

Procedure

  1. Select Setup > Practice > Classes.
  2. In the Class Setup window, click New.

  3. In the Copy window, from the Copy from Class list select the class you want to copy from.

  4. Enter a name for the new class.
  5. Enter an abbreviated name for the new class.
  6. Click OK.

Results

The new class is added to the list of account classes.