Duplicate a customer

Requires. The Duplicate customer permission with View on the customer's location.

Duplicating a customer creates a brand-new customer record that starts as a copy of an existing one. You choose a new name and decide exactly which values carry over — personal details, sale information, installation and equipment flags, and contacts. The original customer is never changed.

This is useful when a new account shares most of its details with an existing one — a second system at the same address, a related business, or a household member on the same plan.

Heads up. Only full customers can be duplicated. Leads cannot — the action is hidden on lead records.

Where to find it

Open the customer you want to copy, then click the bars icon in the top-right of the sticky header to open the Quick Actions menu. Duplicate Customer is the last item in the list. (If you don't have the Duplicate permission, the item won't appear.)

Step by step

From the customer record, open Quick Actions → Duplicate Customer.
Enter the First Name and Last Name for the new customer. Both are pre-filled with the original customer's name but you can change them, and both are required.
If the original customer's office location is inactive, pick an Office Location for the new customer. This field only appears — and is only required — when the original location can no longer be used.
In Fields to Copy, check the values you want carried over from the original customer (see below). Each group has a Check all toggle.
Click Duplicate Customer. SecurityTrax creates the new record and opens it. A "Customer duplicated." confirmation appears.

New-customer details

Field	Required?	Type	Validation	Notes
First Name	Yes	Text	1–100 characters	Pre-filled from the original; always editable.
Last Name	Yes	Text	1–100 characters	Pre-filled from the original; always editable.
Office Location	Conditional	Select	Required only if the original customer's location is inactive	Only shown when the original location can't be reused. Lists active locations where you can modify customers.

What gets copied

The new record always copies the original customer's first name, last name, city, state, and primary phone, plus its office location (when that location is still active). Everything else is opt-in through the Fields to Copy checkboxes, grouped into four sections:

Personal Information — address, contact phones, email, language, business name, credit details, account class and type, and similar identity fields.
Sale Information — sold-by and sales team, sale date, monitoring plan and rate, contract term, activation fee, partner/source tracking, account and ADT numbers, and related sale fields.
Installation and Equipment — confirmation and receiver numbers, the service flags (two-way voice, cellular backup, guard response, and so on), and the installed flag.
Contacts — emergency contacts and agency contacts (police, fire, medical, guard, electrical).

Checking Emergency Contacts copies every active emergency contact from the original customer onto the new record. Checking the agency-contact options copies the police, fire, medical, guard, and electrical agency details.

Note. Some fields are reset on the new record regardless of what you copy, so the duplicate starts fresh: the sale date is set to today, and unless you copy them, Sold By is cleared, the record is marked not installed, and the status is Active. The new customer is also tagged internally as a duplicate of the original.

Default selections

Which checkboxes start out checked is controlled by your company's Duplicate Customer Defaults, set in Global Settings → Record Defaults. These are starting points only — you can change any selection before duplicating. If no defaults are configured, every box starts unchecked.

Heads up. Duplicate Customer Defaults only pre-select copy checkboxes here. They do not affect the possible-duplicate warning shown when you create a customer from scratch — that's a separate check.