How do I Duplicate a Customer?

 Apptivo Customers App allows you to reuse the existing customer details by duplicating an customer. Instead of creating a new customer with the same details, you can duplicate the existing one using the option called Duplicate.

The duplicate customer records are mostly used to analyze their buying patterns as well as preferences.

Steps to Duplicate a Customer

1. Log in and access Customers App from your universal navigation menu bar.
2.  Click on "Lists" drop down and select “Show All” from the left navigation panel.
3. Click on "More" icon to overview customer information.
4. In customer overview page, click on “Duplicate” button. 
5. You can view “Create Customer” page, as shown in the image below:
• Company Information
• Additional Information
• Contact Information
• Address Information
• Description
• Social Information
  
6. Provide a new customer name, You can view "Error" popup page as shown in the below image. if not
    
7. Click on “Create” button to complete.

Related Links

Read more about:

• Create a new customer.
• View all customers.
• Find deleted customers.
• Edit customer information.