Duplicate a Customer Duplicate a Customer You can duplicate a customer in the Customers (SP) application. Creating a duplicate customer is an easy way to build a record like the original. When you duplicate a customer, you do not duplicate the relationships of that customer to other records, such as response plans, service level agreements, locations, or contacts. You also do not duplicate the log entries or customer agreements for this customer.
You might need security authorization to duplicate a customer.
In the Customers (SP) application, display the record you want to duplicate.
From the Select Action menu, select Duplicate Customer.
Modify the new record as needed. You must enter an identifier in the Customer field.
Create a Customer