Difference between revisions of "How can I convert a contact into an account?"
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+ | == Summary == | ||
+ | This Article will talk you through converting a Contact into an Account in the Platinum software. | ||
+ | |||
+ | == Additional Information == | ||
+ | You will need to go to ''"Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Contact".'' | ||
+ | * On the {{DataPrompt|[[What's the difference between Search and Filter?|Search On: ]]}} Type in the name of the contact that you wish convert into an Account. | ||
+ | * Press {{KeyPress|F7}} to Convert the contact. | ||
+ | * A screen will appear labelled "Contact to Account Conversion", and will be prompting for an {{DataPrompt|Account:}}. If an [[How do I Find a Customer?|Account]] for this contact already exists, enter this here and press {{KeyPress|F2}} This will convert the Contact to that Account. | ||
+ | * If there is ''No'' account set-up already then leave the {{DataPrompt|Account:}} blank and press {{KeyPress|F2}} and this will automatically generate the account code whilst converting the contact into an account. | ||
+ | |||
+ | == See Also == | ||
+ | * [[How do I Find a Customer?]] | ||
+ | * [[Do I have to remember all these Account Codes?]] | ||
+ | * [[What's the difference between Search and Filter?]] | ||
+ | |||
+ | {{FAQ}}{{KB_Tags|Convert, Contact, Account, Converting, Change, Changing,}} |
Revision as of 16:30, 18 November 2009
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Summary
This Article will talk you through converting a Contact into an Account in the Platinum software.
Additional Information
You will need to go to "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Contact".
- On the "Search On: " Type in the name of the contact that you wish convert into an Account.
- Press <F7> to Convert the contact.
- A screen will appear labelled "Contact to Account Conversion", and will be prompting for an "Account:". If an Account for this contact already exists, enter this here and press <F2> This will convert the Contact to that Account.
- If there is No account set-up already then leave the "Account:" blank and press <F2> and this will automatically generate the account code whilst converting the contact into an account.
See Also
- How do I Find a Customer?
- Do I have to remember all these Account Codes?
- What's the difference between Search and Filter?