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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.

To change a contact into a client
  1. Find and open the contact. See Finding and opening a contact.

  2. Click Convert to client on the Tasks bar. The Convert contact to client window opens.

  3. 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.

  4. 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.

  5. Complete the information in each tab for the new client as required.