View source for How do I Convert Contacts to Accounts?

== Summary ==
The following article explains how to convert Contacts to Accounts, either individually or en masse.

== More Information ==
Your system may have been set up to use contact name and addresses rather than {{SL}} customer accounts. This allowed you to store names, addresses and telephone numbers for customers, but update a single {{SL}} account for {{VS}} transactions and a single {{SL}} account for {{WS}} transactions.

This method has been superseded in the current version of the software and all customer details are now stored as {{SL}} accounts, since this allows not only mobile numbers and e-mail addresses to be held, but also allows you to track individual customer transactions far more easily. This improves your marketing possibilities and allows you to profile your customers in a far more comprehensive fashion. 
Contact information does not allow this. 

It is possible to convert individual contacts, or all contacts to accounts.  This creates an individual {{SL}} account for each of the contacts specified, and deletes the contact records once converted.

=== Conversion Process ===
Go to {{Menu|{{WS}}|Maintenance Options|Add or Edit Contacts}}.

==== All Contacts to Accounts ====
* Press {{KeyPress|F2}} to list all your contacts.
* Press {{KeyPress|Alt-F7}} to convert all the contacts listed to accounts.

{{Note|title=Note|text=Remember that this will remove all contacts from the system as they are converted to accounts.}}

=== Individual Contact to an Account ===
* In the {{DataPrompt|Search on:}} field, type the name of the contact you want to convert.
* Once you have found the contact, highlight it and then {{KeyPress|F7}} to convert the highlighted contact to an account.
* At the window that opens up, pressing {{KeyPress|F2}} will convert the contact to a new account.
* As before, this will remove this contact from the contacts file.

{{ZN_Admin}}