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Cloning In case the client you are about to create, has the same or similar data as one of the existing clients, it is recommended to use the clone option to copy selected data from the existing client to a new one.
The following data can be copied: Profile — although it is unlikely that two different clients will have the 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 the Client window) data may save time when creating a client for a new department or subsidiary of an existing client. Marketing — marketing information (Marketing tab of the Client window) can also be cloned. Prices — if a new client has the same or similar prices (Prices tab of the Client window) as one of the existing Clients, this data can also be cloned. To clone a client record, select the required client from the list on the Main tab of the Client window, click the More... button and select Clone. Newly cloned client will appear in the list with the CLONED string added to their name.
Converting a client into a prospect If you no longer actively work with a particular client, you can convert that client into a Prospect. All the database entries connected to the client and all of the client's files will be moved into the Prospects database. To convert a client in to a prospect, click the More... button and select Move to Prospects.
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