Copy a Customer Record

Edit a Customer | Customer Information Fields | Customer Overview

Basic

You can quickly add a new customer who has similar information as another customer by copying the existing customers record. You may then modify the new record to reflect the new customer.

To copy a customer record:

1. Highlight or display the record to be copied.

2. From the I Want To menu, select Copy.

A new customer form is opened with most of the information from the original customer. Some information, such as charge account and rewards information, is not copied.

3. Modify the copied information to reflect the new customer.

4. Select S ave.

Notes:

- If integrated with QuickBooks, your default company preference for sharing customer information with QuickBooks will determine if the new customer record is enabled for data exchanges.

Related Topics

Maintain Charge Accounts