How do I duplicate a Customer?

• Log into your Apptivo account and go to the Customers App. Click on the Lists dropdown and select the Show All option from the left navigation panel.

• Click on the More Details icon of a Customer profile to overview the customer information.

• In the Overview page, select the Duplicate button.

• The Create Customer page appears with the customer information of the profile that is duplicated.
• You can remove the irrelevant data and add the necessary information.

• As you can’t create two customer profiles with the same customer name, add a new name, and save the changes.

• If the name already exists, you will receive an alert notification. Change the name to create a new customer profile.

Related Links

Read more about:

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