On the Customer Record Selection (REC) page, select the “Copy” icon. You are directed to the Customer Record (CAD) (also known as a CR) page of the retrieved Toll-Free Number (TFN) with a Copy Customer Record pop-up window. By selecting the “Cancel” button, you will be redirected to the REC page. On the "Copy Customer Record" pop-up window, you should enter the Effective Date and Time, select the Actions and Copy Portions from Source sections.
For more information on how to disconnect CR, please click here.
By selecting the “Submit” button, the CR page will be displayed with message, “Copy is Pending and you must submit or save the record to complete Copy Action”. You can update the details in the CR page and then select the “Submit” button.
After selecting the “Submit” button, the CR page will be displayed with message, “Customer Record Copied Successfully" at the top of the page.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on the REC fields, their descriptions, and their valid values, please click here.