Copy an Individual Organization Record

To add individual setup data for an organization, you can copy another organization's data and modify it, instead of creating new data from scratch.

To copy an organization record, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Organization > Individual.
2. On the Individual Organization Setup form, click New and select one of the following choices:

   Option	Description
   Copy Current Organization	Click this to copy data from the current organization to a new organization record.
   Select Organization to Copy	Click this to open a dialog box that lists all existing organization records, then select a record. Vision copies data from the record to a new consolidation group record.

3. Modify organization data on the tabs of the form.
4. Click Save.