SupportCenter Plus

    Copy Accounts to Business Units

    ManageEngine SupportCenter Plus provides you the option of copying accounts across business units. This can be done only when multiple business units are enabled and configured in the application. For more information on configuring business units, see "Configuring Business Units". When an account information is copied to another business unit, the sub-account and the advisory details of that account are copied along with the account details.

     

     Note

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    While copying the accounts, the contact details and other information such as products, events, and tasks are not copied.

     

    Copying Accounts

     

    To copy an account:

    1. Click Accounts tab in the header pane to open the accounts list view page.

    accounts-view-page

    1. Select the account to be copied by selecting the check box in the accounts list view page. You can also select multiple accounts by selecting more than one check box.

    2. Select the business unit to which the account has to be copied from the Copy to drop-down list. The account is copied to the selected business unit.
      NOTE: The Copy to option will be available only when Business Units are enabled and more than one Business Unit is configured.

     

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