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Copying of an account

Jul 18, 2017 at 07:57 AM

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Is it possible to copy an existing account in order to save time, filling in all necessary fields.

For example: I create a template account with certain data. I take this template account and copy it. Change the Name and Contact Details and save it.

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1 Answer

Prasanth Sarma Aryasomayajula
Jul 18, 2017 at 08:38 AM
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I believe there is no such Option to Copy an Account / Prospect and Copy is mostly used for Transactional Documents to serve the purpose and not for Master Data Entitites as they are mostly considered as Unique entities .

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