The copy Account details option enables you to copy the details of an existing Account and create a new record. To copy the details of an Account, perform the following procedure:
- Click button present in the same row of the Account details, from the Account
The Account – Copy page is displayed.
- Update the required fields. For more information, see Add New Account
Note: The Account ID should be unique.
- Click button to save the Account information.
You can click button to save the Account information and add another Account.
You can also click button to print the Account details. For more information, see Print Pages section.