When creating a new client you can now have a Base template client or Make a new client based on an existing client. This will bring in all pre-filled data and can be edited to fit the data of your new client setup.
If you have a Base client go to that client record. You must be in Edit mode on that Client Record in order to use the Make Copy function. This is located under Actions. After you click on Make Copy a new page will load with that new client record. You can then edit that client record to set up your new client without having to add in the pre-existing data ex. Office location, Role Assignments, Client Bill Rates, etc.
