Customer Actions on Source and Destination Entity
| Actions | Source Entity Customer resource ~ Transferred | Destination Entity Customer resource ~ Cloned |
|---|---|---|
| Create New Subscription | Not Allowed | Allowed |
| Create Quote | Not Allowed | Allowed |
| Edit Customer | Not Allowed | Allowed |
| Request Payment | Not Allowed | Allowed |
| Request Payment Method | Not Allowed | Allowed |
| Add Billing Info | Not Allowed | Allowed |
| Update Billing Info | Not Allowed | Allowed |
| Add One-Time Charges and Quick Charges | Not Allowed | Allowed |
| Add Charge | Not Allowed | Allowed |
| Create Quick Charge | Not Allowed | Allowed |
| Update Promotional Credits | Not Allowed | Allowed |
| Record an offline payment | Not Allowed | Allowed |
| Clear Personal Data | Allowed | Allowed |
| Delete Customer | Allowed | Allowed |
| Update (Customer Details) | Not Allowed | Allowed |
| Add parent account | Not Allowed | Allowed |
| Add additional contacts | Not Allowed | Allowed |
| Add Card | Allowed | Allowed |
| Add customer invoice note | Not Allowed | Allowed |
| Add Attachment | Allowed | Allowed |
| Comments | Allowed | Allowed |
| Change Auto Collection | Not Allowed | Allowed |
| JSON Metadata - Add | Not Allowed | Allowed |
| Change Subscription | Not Allowed | Allowed |
| Merge Customer - API Action Merge Deprecated Customer with Other Customer | Not Allowed | Not Allowed |
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