Copy-an-Account

To complete this procedure; you must have Insert permission for Accounts. To copy the associated notes or files you must also have Insert permission for notes or files.

Use this procedure to create a new account from an existing Account. You have the option of copying all notes; files; appointments; and tasks associated with the entry.

1. Click on the Account to make it the current entry.

1. Select Edit > Duplicate Current Account.

• The Duplicate Entry dialog box opens.

1. Select the entries that you want to copy to the new entry; and click OK.

• Notes duplicates all notes associated with the current entry.
• Files duplicates all document.
• Appointments and tasks duplicates incomplete appointments and tasks associated with the current entry.