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Is there a way to duplicate an account? RRS feed

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    Hey everyone,

     

    I need the opposite of duplicate detection!  I have 1 account, but under the exact same account there's 5 different account numbers, so I need them in CRM 5 times.  Everything is the same except the account number.  Is there a way to copy an account or duplicate one?  Thanks!

    Monday, May 31, 2010 5:40 PM

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    Hi Liam,

    You could use a workflow triggered on create of your account (or on demand if you want it to be a manual process) that contains 5 'create record' steps, each one could create an account with the same information as the parent and you could also update the 'parent account' of the 5 children to be that of the account from which the workflow is being triggered.

    Hope that helps,

    Rob

    CRM4 MBSS
    Monday, May 31, 2010 6:14 PM
    Answerer

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