Copy a Client Record

You can copy and modify an existing client record to create a new record.

If Ajera CRM detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

Copying a client with attached documents does not copy the documents to the new client.

To copy a client record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Clients.
2. On the Client Info Center form, select the client record.
3. Click New, and select Copy Current Client. Ajera CRM copies the selected client record to a new client record.
4. In the Name field on the General tab, specify a unique identifier for the new record, then edit the rest of the client information, on all tabs.
5. Click Save.