How do I duplicate a Customer?

Updated on May 11, 2020 04:11AM by Admin

  • 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.
Show All Page

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

  • 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.
Create Customer

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

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

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