Copying Accounts

Copying Accounts

All account-related actions are specific to a portal. However, you can copy account details between portals. Copying account details is useful when you provide different services to the same customer from different business verticals. 

To copy accounts: 

    1. Go to the Accounts tab.

    2. Select one or more accounts that you want to copy and then choose the desired portal from Copy to Portals drop-down list.

    3. Click OK when prompted. 

 


  1. This option is available only when multiple portals exist.
  2. This option is not available for sub-accounts.
  3. This action copies all account details except contacts, requests, attachments, tasks, sales, and billing contracts.

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