Advanced Custom Field Copy

The Advanced Custom Field Copy page allows you to copy the custom field assignments made to an account to another account without having to manually specify individual custom field and item type assignments again.

1. Select the account from which you want to copy custom field assignments from the Copy setup from account drop-down menu.
2. Select one or more accounts that you want to copy the custom field assignments to from the Copy to account list.

Tip: You can use the Select All or Clear buttons to help make your selections.

1. Click the Save button to copy the custom field assignments to the selected account or accounts and return to the Custom Fields/Account Search page.