Due to the way the system manages it is database structure it is very easy to copy data from one Database Area to another. This is useful for follow-on campaigns and also creating testing Database Areas so users do not corrupt live data.

The Copy / Move Accounts function allows you to copy or move data from the Area you are currently in to another Area.

Go to the Account List and use the Filter and Search functions to select the list of accounts that you want to allocate to the new Area.

Click the Assign button on the Menu bar on the left:

1. Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.

2. Select 'Copy Accounts' or 'Move Accounts' as required.

3. Select the relevant Area you want to Copy/Move the Accounts too.

4. Tick to copy Contact History should you need to.

Click the Apply button:

It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the assign. Please be aware that each assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each assign.