Copy a Vendor Record

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

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

To copy a vendor record, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center > Vendors.
2. On the Vendor Info Center form, select the vendor record.
3. Click New and select Copy Current Vendor. Ajera CRM copies the selected vendor record to a new vendor record.
4. Edit the vendor information and specify a unique identifier for the new record.
5. Click Save.