Clients

User Guides » Clients


Copy a Client Record

This guide will show you how to Copy a Client Record in the database.

Step-by-Step Instructions

  1. Login to Administration area of your website
  2. Select Clients
  3. Select Find Clients to Search for the client you wish to copy
  4. Hover your cursor over the Client Record
  5. Click on the the Paper Icon to the right of the Client Record
  6. Click Yes to Copy it
  7. You can then Edit the Client Record

Associated Frequently Asked Questions

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