Copy Client
- [Create Client] - Create Client
- [Currency Code] - Create Import / Export templates for Client data
The Copy Client feature is very useful when creating more than one Client. It is often easier to copy a client to new client, and edit settings in the new client, rather than creating a new Client from scratch. in this dialog, you can copy parts of the available settings, or everything, including stored budget data.
Access this feature by selecting System Administration > Setup & Authorizations > Client & Organizations > Clients > Copy Client.
To copy data from a Client, select the Copy Client link at the top of the Clients page.
Below is a list of available fields:
Field | Description | Example | Note |
|---|---|---|---|
From Client | The Client to copy from. | ||
To Client | The Client to copy to. | If the Client does not already exist, you can choose Create a new client and create the Client in the same process. | |
Remove all data in the destination client | Check to delete all destination client settings and data. | Check to remove all data in the destination Client before copying values. Options also enables copy of Data Values and Authorizations (see Additional information below). | |
Client values to be copied | Select the Client values to be copied. | Selection only available if only available if 'Remove all data' is unchecked. | |
Data values | Copy all input data. | Only available if 'Remove all data' is checked. | |
Authorities | Copy all authorities. | Only available if 'Remove all data' is checked. |
Additional information
Remove all data in the destination client - You have two options when copying between clients: either you update data in the destination client, or you replace data in the destination client.
- Unchecked: The copy client function will update any existing data and any new values will be inserted to the destination Client.
- Checked: Any and all (!) existing data in destination client will be deleted before copying new data from client.
This option also enables the bottom two check boxes for Data values and Authorizations:
- Data Values: Any saved data values (budget, planning, forecast in the dat.data_cells table) will be copied to the destination client, updating the client_id to destination Client ID.
- Authorizations: Any source client authorizations will be transferred to the destination client.