Cloning Accounts

BENEFITS:

1. Account Cloning provides you with a quick and easy way to duplicate all the data for any pre-existing Account Wizard Transaction
2. Cloning duplicates all of the data entered into the Account Wizard, including financial and investment profile details, allowing you to use that data for additional registration types.
3. Cloning works for items in the Saved, More Info Needed, In Process and Completed queues.
4. In particular, cloning reduces data entry for brand new clients with multiple account registrations. Enter all the core account data into a saved transaction, and then clone it to copy over all of that account & account holder data over to new registration types.
5. Once you have cloned an account, it becomes a stand-alone work item with a new reference number (BF#, SF#, BP#). You can then work with it just like any other saved items. This includes the ability to load account holders and beneficiaries from your contact manager into the account holder sections of the Account Wizard.

HOW TO CLONE A SAVED ITEM

1. Go to your Saved Queue: On the side menu, choose Account Center > Account Search
2. Find the item that you want to clone and click on the Clone Icon next to that item. This will present you with a dialog box that says “Are you sure you want to clone this account?” Click on OK to clone the item.
3. When the item has been successfully cloned, you will get a message in a dialog box that says “This transaction has been cloned.” Click on the Ok button to return to the saved queue.
4. You should now see a second copy of the item you cloned in the saved queue.
   1. If you don’t see it at the top of your saved queue, try sorting the list by created date.
   2. To do this, just click on the title “Created” in the header of the list view of the saved queue.

HOW TO CLONE ITEMS IN OTHER QUEUES (MORE INFO NEEDED, IN PROCESS, COMPLETED, ALL)

1. Go to your Saved Queue: On the side menu, choose Account Center > Account Search
2. Select the All radio button
3. Use the Search Criteria filters to find the item that you want to clone.
4. Click on the Clone Icon next to that item.
5. The cloned transaction will appear in the Saved queue. Select the radio button next to the Saved Queue to view all of your saved items. Once you are in the Saved Queue, you will be able to locate and work with th