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CCH Software User Documentation

Changing a contact into a client

If you commence work for a contact, they cannot remain a contact in the database. They must be designated or changed to a client in the database so that the work done can be accounted for.

Change a contact into a client

  1. Open the Contact page for the contact you want to change to a client.

  2. On the Task Bar click Convert to client.

  3. In the Convert contact to client window, enter a client Code for the contact.

  4. Click OK to close the window. A Client page opens for the contact.

  5. On the Client page, complete information in each tab for the new client as required.

 

Note

The code needs to be unique in the database or an error message will be displayed.

 

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