Saved on Jan 04, 2019
Saved on Jun 19, 2019
Once you start doing work for a contact, they cannot remain as a contact in the database. They must be changed to a client so that the work you do for them can be tracked and charged.
A Contact is only accessed by their name as they don't have a code. When they are converted to a client, you must allocate a Client code.
Find and open the contact. See Finding and opening a contactclients and contacts.
Click Convert to client on the Tasks bar. The Convert contact to client window opens.
Enter a client code for the contact in the Code field. The code must be a unique entry in the database or an error message is displayed.
Click OK. The Convert contact to client window closes. The contact is changed to a client. A Client page displays the contact as a client.
Complete the information in each tab for the new client as required.
Clients and contacts
Finding and opening clients and contacts
Finding and opening a contact
Using the Client pages
Using the Contact page
Changing client names and codes
Closing a client
Deleting a client (Not available in AO New Zealand)
Changing clients into contacts (Not available in AO New Zealand)
Changing contacts to suppliers
Viewing all clients and contacts in a family group
Changing contacts’ names
Deleting a contact (Not available in AO New Zealand)
Notes on the Main tab
Phone and other details
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