Copy a Customer or Class of Business Configuration

Use the Customer Configuration pane to copy a customer or class of business configuration to another customer or class of business configuration.

To copy a customer or class of business configuration

1. In the Navigation pane, do one of the following:

• To copy the default settings, click Customer Default Settings.  

• To copy a class of business, expand Customer Default Settings and then click a class of business. 

• To copy a customer, expand Customer Default Settings, expand a class of business, and then click a customer.

The Customer Configuration pane appears.

2. In the toolbar, click Copy.

3. In the Navigation pane, do one of the following:

• To copy to the default settings, click Customer Default Settings.  

• To copy to a class of business, expand Customer Default Settings and then click a class of business. 

• To copy to a client, expand Customer Default Settings, expand a class of business, and then click a client.

4. In the toolbar, click Paste. The system replaces the configuration settings with the copied configuration settings.

5. Click Save.

Related Topics

Customer and Class of Business Configuration