Creating a Copy of an Account

See Also

Permissions Required

Create Account- To create, and edit Accounts.

Creating a copy of an Account helps save the effort spent in duplicating data for the new Account. For example, when a user wants to create multiple child Accounts that share the same address details, the user can create a child Account and then create copies of that child Account, instead of typing in the address details for each of the child Accounts.

Creating a copy of an Account duplicates the Categories as well as all the Properties of the existing Account, except those properties that are usually not the same for both the Accounts, such as the Date created, E-mail, Account owner, and computed properties.

To Create a Copy of an Account

1.  Open the required Account.

2.  From the File menu select Create Copy.

- OR -

Press Ctrl+Shift+R.

A copy of the Account is displayed in a new Account window.

Note  If you copy an Account containing a Mandatory Unique Property, the Property value in the new copy of the Account will be blank.

To Open an Account

1.  From the Home Workspace, select Accounts from the Object Selector.

- OR -

Go to any Account-based Workspace.

2.  Using the Teams, Users, or the Search tab, locate the required Account. Click the Account ID link or double-click the Account to open it.

- OR -

Press Ctrl+G. In the Goto Account dialog box that is displayed, type the Account ID.

Click OK.

The Account window is displayed.