Description

The Duplicate Client add-on allows you to copy a client including all existing information with the click of a button.

This is useful in situations where you might perform work for a client through different means, for example
- Client directly
- Client under a Head Office

The add-on is available for use
- online from the client card
- online from the job card
- in the app from the job card (more menu)

This add-on saves time and reduces errors through manual entry by automating the duplication process.

Settings
- Provide a customised text string to append to the contact to help differentiate it in your client list
- Select if you want to duplicate the existing client contacts at the time of duplication.