Copying a customer record

  1. Select Customer > Setup > Customer.
  2. Select the customer record to copy.
  3. Click Copy.
  4. Specify the number and name of the new customer.
  5. Click OK.
  6. If the existing customer record contained price types, select the price types to copy to the new record, and then click OK. Click Cancel to skip this step.
  7. Access the appropriate view and make changes.
  8. Click Save.
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