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Create a new site or account customer by copying an existing customer
Create a new site or account customer by copying an existing customer

How to copy a site or account customer to a new site or account customer

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Open the site customer from accounts - site

Click on the More button and select Copy to Account customer

Note: if you have made any changes to the site, make sure you click Save before you copy the site to get the new information across.

All fields are copied to a new Account customer and the site is added to the sites

Copy an account customer to a site

Open the account customer from Accounts - Account customers

Click on the Copy to site button

A new site, linked to the account customer is created copying all fields across to the site

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