Copying Customers to Other Sites

To copy a customer record to multiple sites in the same intranet from this form:

  1. Select an existing customer. The customer record must be defined as completely as possible before you copy it, and the record must be saved at one of the shared sites in the master site's intranet.
  2. Select Actions > Multi-Site Copy. The Multi-Site Selection form is displayed.
  3. Select one or more groups from the list of site groups in the left pane. The left pane only lists site groups where all of these are true:
    • The site group includes the master site.
    • The site group includes the source site from which the selected record will be copied.
    • All sites in the group are on the master site's intranet
  4. A list of the sites in those groups is displayed in the right pane. Select one or more sites to which you want to copy the customer record.
  5. Click OK to return to the Multi-Site Customers form.
  6. Save your changes to add the duplicate customer records to the other sites.
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