Copy customer record
Learn how to create new customer records using an existing customer record.
Copying customer records
The copy customer record functionality in the Console allows library staff users to create new customer records using specific details from an existing customer. This feature is useful when the new customer whose customer ID is being created is related to, or associated with, an existing library user with the same address and the same family name or last name.
When copying a customer record the following details will be pulled from the existing customer:
- Last Name (can be modified if last name is not same)
- Home branch
- Preferred Language
- Country
- ZIP code
- Street number
- Street name
- City
- State
- Phone
Copying a customer record can be performed using the Wise console in two ways:
Method 1: Using Create new customer route
- Navigate to Menu > Customers > New Customer > Click Copy Customer.
- Search Customer record of the customer to copy from.
- Search the customer using First name and/or Last name or using the customer number.
- On selecting the customer, the details from the existing customer will get copied to the new customer account being created.
Method 2: Using existing customer profile route
- Navigate to Menu > Customers > Search Customer.
- Search for the customer to copy details from and open their customer profile.
- Click on the Copy Customer button on the left margin section of the profile.