video1.0<iframe src="https://www.loom.com/embed/9c6e658453a9423f8a2848d824e61ebd" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/9c6e658453a9423f8a2848d824e61ebd-7098091b837385d9.gif394.202In this video, I demonstrate how to use the Clone Customer feature in Aliquot, which allows you to efficiently copy details from an existing customer to a new one, saving you significant time. I walk you through the steps of navigating to the Customer List, selecting the source and destination customers, and ensuring that all relevant hierarchy layers are properly set. I also highlight the importance of updating the new customer’s address and selecting the correct time zone. Finally, I encourage you to review user permissions and make any necessary adjustments. Please follow along and take action to set up your new customer using this powerful tool.