Copy a Customer

Use the Customer Properties dialog box to copy properties from an existing customer record to set up a new customer record.

To copy a customer

1. In the Main Menu window, from the Maintenance menu, click System Codes and Settings. The Latitude Maintenance window appears.

2. In the Navigation pane, right-click the Customers folder and then click New Customer from Existing. The Select a Customer dialog box appears.

3. Click the customer to copy and then click OK. The Latitude - Customer Properties dialog box appears.

4. Modify the information and then click OK.

Related Topics

System Codes and Settings

System Codes

Customers

Assign a Customer to a Parent Customer

Remove a Customer from a Parent Customer