Many clients share attributes such as rates (for example, State, Country, Tax rates, Currency, etc.). You can save time adding clients by using a Clone Template with default information. First, determine what is common for a group of clients and then create a clone template profile based on those settings. Give the template a unique ID (for example, Clone-[common attribute]) and then clone it for all members of that group. You can later modify individual profiles.
The Clone button enables you to duplicate an existing client. Cloning will not change the original client information or original Client ID. This can save time when you have clients with similar information.
Clone From:
Enter the ID of the client you want to clone. A list of clients has been provided for you to choose from.
Clone To:
Enter the new name of the client.
Client Clone Button Panel
Save:
Click to save your entry.
Return:
Click to close this window and return to the Web Suite Client page.