You can copy and modify an existing
client record to create a new record.
If
Vision 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.
To copy a
client record, complete the following steps:
-
From the
Vision Navigation menu, click
.
-
On the
Client Info Center form, select the
client record.
-
Click
New, and select
Copy Current Client.
Vision copies the selected
client record to a new
client record.
-
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.
-
Click
Save.