Settings

When you press Duplicate Client, a new window will open.

It is recommended that the new client you create should have a unique name to make it easy to differentiate in your client list.  

OPTIONS

Custom append text

This is the text that will be added to the end of your client name to make it easy to differentiate. The default is Copy. 

Example:

Original client name: John Smith 

Duplicated client name: John Smith - Copy

PROCESS DUPLICATION

If you are happy with the default settings, click Duplicate Client at the bottom of the new window. The duplication process with complete and you will be presented with a success message. Close the window by clicking Done.

To see the new client that has been created you will need to refresh your client list.