All fields in this section of the Copy Customer Record pop-up window are auto-populated from the retrieved Customer Record (CAD) (also known as a CR). When copying a CR, the Source Record contains the following:
- Toll-Free Number: The source Toll-Free Number (TFN) that you want to copy from. The TFN used to retrieve will be populated as the Source Record TFN. This field cannot be updated manually.
- Effective Date: The Effective Date of the retrieved selected record. When a TFN is retrieved, it may contain more than one record. To copy from a specific record, select that record in the drop down menu so that particular record will be populated to transfer as the source. This value cannot be changed manually.
- Effective Time: The Effective Time of the selected Source Record. This value cannot be changed manually.
Learn more about this topic in the following video!
Disclaimer: This video is intended to be used as a guide for educational purposes only. Pages shown in the video may differ slightly from the Production Environment.