To copy a customer record to multiple sites in the same intranet from
this form:
-
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.
-
Select .
The Multi-Site Selection form is displayed.
-
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
-
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.
-
Click OK to return to the Multi-Site
Customers form.
-
Save your changes to add the duplicate customer records to the
other sites.