3.5.1.2 By Duplicating the existing customer Account:

The duplicate function allows you to create new customer account by making some changes in the existing customer account. To duplicate the account:

  • Go to Sales > Customers.
  • Select the account you want to duplicate.
  • Click the customer name. It will direct you to the account edit page.
  • Press the Duplicate button and modify the required details.
  • Press the Save button.
  • It will again direct you to the Edit page where you can perform additional functions such as Add Notes, Add Events, Add Documents, etc.