Copy a Customer Record

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

If GovWin Capture Management 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 customer with attached documents does not copy the documents to the new customer.

To copy a customer record, complete the following steps:

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