How to Copy a Hierarchy?
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How to Copy a Hierarchy?
- 1 Minute to read
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Let's say you want to duplicate the Account Main hierarchy and save it as an Alternate hierarchy where you can make modifications based on your reporting needs. To do so:
- Select the hierarchy you want to copy.
- Click Copy. Hierarchy Type is defaulted to Alternate Hierarchy.
- Enter a Name and Description for your copied Alternate Hierarchy.
- Click Save.
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