Copy Client
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 > Clients > Copy Client:
The Copy Client page displays, as shown below:
Below is a list of available fields:
Field |
Description |
Example |
Note |
|---|---|---|---|
From Client* |
The Client to copy from. |
[10] Unites States |
|
To Client* |
The Client to copy to. |
If the Client does not already exist, enter the new Client information in the New Client Setup section. |
|
| Client ID* | The ID of the new Client. | ||
| Client Description* | The description for the new Client. | ||
| Data Container | The data container for the new Client. | ||
| Default Currency | The default currency for the new Client. | ||
Select client values to be copied |
Select the Objects, Time, and Other values to be copied. |
|
Once you have completed the above fields, select Copy: