How to Copy a Customer Profile – GoPhore - Auto Carrier Software

This article will explain in-depth steps of how to "Copy" a Customer Profile when it is necessary to create a second Customer Entry for an existing Customer.

When is this necessary? Usually for billing purposes. When a Customers "physical address" differs from the "mailing address" a second Customer Entry is needed to store that mailing address. In order to expedite this process, the Customer Entry window has a "Copy info from" option available.

For more in-depth steps, please refer to the following:

Other fields, functions, and tabs in the Customer Entry window, see the Customer Entry Fields and Functions Section.

Quick Look:

Start at "Daily Work" > Select "Dispatching"
Click on "Customer Entry" button
From "Copy Info from" field > select or enter Customer
Click "Copy" button
Enter new "Cust Code" > enter Address
Click "Save" button > click "OK"

Copy Customer Profile

Note: Your first Customer Entry must already be created and Saved in the system in order to use the "Copy Info From" option.

1. Beginning at Daily Work, select Dispatching.

2. Now click on the Customer Entry button.

3. Next, from the Copy info From field, locate the Customers name you need to copy. Do this by selecting the name from using the drop-down arrow or by typing in the Customer name.

4. Once you have selected the Customer, click on the Copy button, a new Customer Entry opens and is now ready to be created.

Important to Note: The only information that does not copy over, is the Cust Code and the Address, all other tabs will still carry over information from the original Customer Entry.

5. Continue by entering a new Cust Code and Address for this Customer Entry, then click the Save button when finished.

a. Confirmation the Entry was saved appears in the upper right corner of your screen:

The following window is provided as a visual for your information:

Once you have created a second Customer Entry for a customer, when you do search for that Customer, you will see the second Customer Entry appear as "Copy"

This concludes how to Copy a Customer Profile into a second Customer Entry.

If you have any questions, you can contact us at Support@autocarriersoftware.com or call 760-267-9040