Duplicating a Customer

Modified on Sat, 8 Oct, 2022 at 4:03 PM

To duplicate or make a copy of a customer, follow these steps:


  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Customers button to display the Customers screen.
  3. Select the customer you wish to make a copy of and click the Duplicate button in the Customers screen toolbar.
  4. On the Duplicate Customer screen, enter the name of the customer and click Duplicate.
  5. Once duplicated, the new customer will be listed in the Customers screen.  You can edit it further to make more changes.


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