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.
- After changing contacts into clients, you should review each tab of the newly created client and add any other information required.
- In AO, after changing contacts into clients, PM automatically creates the None job. If additional jobs are needed, you will need to add them.
- In AE, you will need to add assignments before recording any time spent on work for them.