Duplicating users and customers
If you need to add a user or customer with the same basic information as another one, save time by duplicating the existing record and then editing the new one.
1. To duplicate a user, select the user in the Users list.
To duplicate a customer, select the customer in the Customers list.
2.
The user or customer is duplicated and a number is added to the end of the last name. For example, if you duplicate Jane User, a duplicate user is named Jane User.1. If you duplicate a global user or customer, it is added as a local user or customer. You can promote the user or customer to make them global. See Promoting users and customers.
3. Modify the duplicated user or customer and save the changes. See Editing users and customers.
