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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 clients 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
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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