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Setting up Report Templates and Cloning Set-Ups
Setting up Report Templates and Cloning Set-Ups

Utilizing the Clone Customer feature, to configure Aliquot effectively.

Updated over 4 months ago

Adding a New Customer

New Customer Set Up: Walking through new customer set-up to be used with the clone customer feature in the software, to build out templates. Complete all required information to set-up a new customer.


Creating a Template for Cloning

Creating Templates: Using best practices, our recommendation to create a template customer, to utilize for cloning. Ensure that you are adding all required tests and components for your template, as the system will hide tests that do not contain results.


Clone Component

Clone Component Feature: Reduces the work to duplicate components to create test templates or add additional components for each customer.


Clone Customer

Clone Customer Feature: Is a powerful tool that will allow you to copy an entire customer or template from one location to another. This will allow you to quickly build a customer from scratch using a template or allow you to copy over sections of template to an existing customer.

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