In case the client or prospect you are about to create, has the same or similar data as one of the existing clients or prospects, the client/prospect cloning option can be used to copy selected data from an existing client/prospect to a new one.
To clone a client:
1. Open the Main tab of the Client/Prospect window.
2. Select a client/prospect to clone.
3. Click the More... button and select Clone.
The following data can be copied:
Profile — although it is unlikely that two different clients or prospects will have a same profile information (like address or contact details), some information such as payment terms, the invoicing policy and locale settings may be common.
Contacts — cloning contacts (the Contacts tab of the Client window) data may save time when creating a client/prospect for a new department or subsidiary of an existing client/prospect.
Marketing — marketing information (the Marketing tab of the Client/Prospect window) can also be cloned.
Prices — if a new client has the same or similar prices (the Prices tab of the Client/Prospect window) as one of the existing clients or prospects, this data can also be cloned.
Note: To disable cloning of some information mentioned above, deselect the appropriate checkboxes after you pressed the Clone button.
See also:
Adding/Editing Client/Prospect Profile
Converting Between Prospect and Client