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
- Open the Contact page for the contact you want to change to a client.
- On the Task Bar click Convert to client.
- In the Convert contact to client window, enter a client Code for the contact.
- Click OK to close the window. A Client page opens for the contact.
- On the Client page, complete information in each tab for the new client as required.