Copy an Account Record

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

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.

Prerequisite: Before you copy an account, print and review a list of all existing accounts.

To copy an account, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Accounts > Chart of Accounts.
2. Click New and select Select Account to Copy.
3. On the Account Lookup, select the account record that you want to copy.
4. Edit the account information and specify a unique identifier for the new record.
5. Click Save.