Happy Business Starts Here

Re: Ability to clone basics of an Account

Ability to clone basics of an Account

To more easily create parent & child relationships between accounts, I'd like to vote for a Clone button on the Account. (I didn't see one for my user's role)

This is before any  bill runs, invoicing, or payment has occurred. It would not assume the same credit card details.

 

Mainly this is to capture similar address, contact, and text/picklist information. Similar to the "Clone" button that Salesforce has.

4 Comments
Community Manager
Status changed to: New Idea
 
Community Manager
Status changed to: New Idea
 
Valued Scholar

This would be a very good enhancement. Especially when we need to create a new customer account where everything at the Account level needs to be the same as an existing account

Scholar

Hi Team, 

This request was also raised this week from our org, has their been any progress on this feature request?