Custom Fields For Account Copy

The Custom Fields For Account Copy page allows you to copy the custom fields previously assigned to another account to the current account.

To copy custom fields from an existing account to the current account:

1. Select the Yes button beside Copy an existing account's setup.
2. In the Account Number box, select the account that has the desired customs fields defined.
3. Click the Next button to copy the custom fields and leave this page.

   Note: Click the Cancel button to cancel any selections and leave this page without making any changes to custom fields.