Copying an organization profile

You can copy an organization profile. Information contained in organization profile tabs other than the Record View tab will not be copied along with the following fields:

  • Organization Profile ID
  • External ID
  • Notes
  • City Registration Number
  • State Registration Number
  • Tax ID
  • Additional Tax ID
  • Tax Status

To copy an organization profile:

  1. Select Profiles > Guest Organization.
  2. On the List View tab, select the organization profile to copy.
  3. Click Copy Record.
  4. Modify the information that you require.
  5. Click Save Record.