In the Copy Customer Record pop-up window on the retrieved Customer Record (CAD) (also known as a CR) page, you can select any or all of the following portions from source to be copied from the Source Record to the Target Record as desired:
For more information on the General Copy Rules, please click here.
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.