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