The CRM client copy assistant assists you in copying clients. It leads you through the process step-by-step. This makes it substantially easier for you to specify your parameters.
To use the CRM Client Copy Assistant: You must first create a new client by using the client copy functionality at Architecture and Technology ® System Administration ® Client Administration ® Create Client Copy.
When you create the client copy, the CRM Client Copy Assistant starts automatically. (However, for CRM 5.0 SP01, you must activate the CRM Client Copy Assistant beforehand so that it starts automatically when you copy a client. For more information, see Activating the CRM Client Copy Assistant.) Assistants then lead you through the process.