How do I Duplicate a Customer?

Updated on July 15, 2017 12:18AM by Admin

 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.Customer Dashboard
  3. Click on "More" icon to overview customer information.
  4. In customer overview page, click on “Duplicate” button.Customer Duplicate 
  5. You can view “Create Customer” page, as shown in the image below:
    • Company Information
    • Additional Information
    • Contact Information
    • Address Information
    • Description
    • Social Information
      Create Customer
  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.

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