tologo 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, it is recommended to use clone option to copy selected data from existing client to a new one.

The following data can be copied:

Profile — although it is unlikely that two different clients will have 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 have 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.

To clone a client record, select the required client from the list on the Main tab of Client window and click Clone button. Newly cloned client will appear in the list with CLONED string added to their name.

 

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See also:

Contacts tab of Client window

Marketing tab of Client window

Prices tab of Client window