Clicking on Actions > Duplicate customer on the customer detail page creates a new customer who represents a copy of the original customer.
Appointments, call reports, call blocks and read-only fields will not be copied. The new data record contains a new portatour-ID, the external ID is empty, and the word “COPY” is added to the customer name. We recommend a renaming.
Hint: This process equals the manual creation of a new customer by re-entering the original customer’s information. Use this quick possibility if, for example, you want to create several customers in the same building (= same address) or subsidiaries of a corporate chain with identical settings (business hours, scheduling parameters, …).