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:
These selections drive which Source Record sections will be copied to the Target Record.
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.