Learn the step-by-step procedure for duplicating an existing customer in your Under account.
To copy or clone an existing customer in your Under account, follow these steps:
- Go to the Customers homepage, then select the application that you would like to copy/clone.
- Click on the Options (3 dots) button at the far right side of the application's row, then click Copy Data.
- Click Copy data to current application, then click Copy Data.
Creating a duplicate of this customer will allow you to make changes without affecting the original customer and will retain any original customer data, documents, notes, and integration results.
Here is a short video that provides a clear explanation of the process mentioned above: