65 lines
3.0 KiB
HTML
65 lines
3.0 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Copy a Customer Record</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Copy a Customer Record</p>
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<p class="Help-Text"><a href="cust905.htm">Edit a Customer</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields05.htm">Customer Information Fields</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="customersoverview.htm">Customer Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">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.</p>
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<p class="Help-Info-Line">To copy a customer record:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Highlight or display the record to be copied.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">From the I Want To menu, select <font class="hcp1">Copy<span style="font-weight: normal;">.</span></font></p>
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</li>
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</ol>
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<p class="Help-Indent">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.</p>
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<ol start="3">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Modify the copied information to reflect the new customer.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <span style="font-weight: bold;">S</span><font class="hcp1">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: square;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If integrated with QuickBooks, your default <a href="../qbpos_company_preferences/sysprefs10.htm">company preference</a> for sharing customer information with QuickBooks will determine if the new customer record is enabled for data exchanges.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="cust911.htm">Maintain Charge Accounts</a></p>
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</body>
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</html>
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