Skip to Content

Copying of an account

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.

Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • Jul 18, 2017 at 08:38 AM

    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 .

    Add comment
    10|10000 characters needed characters exceeded