Copy an Account

To copy an existing account to create a new account: 

1. Click the Accounts link from the Main Menu. The Accounts screen opens.
2. Select the account to copy.
3. Right-click and select Tools -> Copy Account. The Copy Account screen opens.
4. Enter the necessary information:
   • Name - Defaults to the existing account name. Update to the name of the new account if needed.
   • Account Code – Leave as *AUTO to automatically assign the next incremented account code to the new account.
   • Copy Account Skills – If checked, personnel skills assigned to the existing account are copied to the new account.
   • Copy Account Products and Services – If checked, products and services assigned to the existing account are copied to the new account.
   • Copy Account Affiliations – If checked, account affiliations assigned to the existing account are copied to the new account.
5. Click OK. The Edit Account screen for the new account opens.