Change the Contact Type for a Client
How to Change the Contact Type for a Client
Changing the Contact Type for a Client
You can change a clients' type for existing clients.
- To change the Contact Type, click the Ellipsis
next to the Client Name on the Client tab. The Amend Client Name window appears.
- Choose the new contact type from the dropdown list.
- Click Ok to save the changes.
Note: You may need to close and then reopen the client to update the information displayed.