Is there any way of replicating a customer’s details? i.e. address etc. As an accountant we have customers who have the same address for a number of their companies as well as the directors, we just have different customer codes for them and at the moment we are inputting the same details each time.
If you don’t already provide for this to happen it would be a really useful feature for us.
Hi @Ashden, we don’t support such functionality, however you can work around it by importing CSV file.
Create customer record in the Excel spreadsheet and populate the rows. Save your work as the CSV file and import it to QuickFile.
You can read about importing CSV files and see an example here
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