Copy Existing Client to a New Record

1. Find the record you wish to copy and click on “Record”, near the top left. Click on “Copy Record/s”

1. A new window will appear. Ensure that “Current record” is selected on the right hand side and then click “OK”. This will create a copy of the current record, in the same address set

1. After clicking “OK” you will be taken to our copied record. Give it a new Search Name and then click on the “Save” button. The copied record will now be saved.

 

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