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. UI Expand |
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expanded | true |
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title | To change a contact into a client |
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| Find and open the contact. See Finding and opening a contact. 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.
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