Difference between revisions of "How do I Convert Contacts to Accounts?"
Tim Laundon (talk | contribs) (Created page with "{{Review}} == Summary == The following article explains how you convert a Contact to an Account. == More Information == In some instances, Platinum may have been set up to use c...") |
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== More Information == | == More Information == | ||
| − | In some instances, | + | In some instances, 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 only update one {{SL}} account for {{VS}} and one {{SL}} account for {{WS}}. This method has been superseded in the current version of the software and all customer details are now stored as {{SL}} accounts, since this allows mobile numbers and e-mail addresses to be held whereas the contact information does not. |
| − | It is possible to convert individual contacts, or all contacts to accounts. This will then create an individual | + | It is possible to convert individual contacts, or all contacts to accounts. This will then create an individual {SL}} account for the contact/contacts specified, and will delete the contact records converted. |
| − | Go to {{WS}} | + | Go to {{Menu|{{WS}}|Maintenance Options|Add or Edit Contacts}}. |
=== All Contacts to Accounts === | === All Contacts to Accounts === | ||
* Press {{KeyPress|F2}} to list all your contacts. | * Press {{KeyPress|F2}} to list all your contacts. | ||
* Press {{KeyPress|Alt-F7}} to convert all the contacts listed to accounts. | * 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 === | === Individual Contact to an Account === | ||
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* Once you have found the contact, highlight it and then {{KeyPress|F7}} to convert the highlighted contact to an account. | * 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. | * 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}} | {{ZN_Admin}} | ||
Revision as of 15:54, 9 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
The following article explains how you convert a Contact to an Account.
More Information
In some instances, your system may have been set up to use contact name and addresses rather than Sales Ledger customer accounts. This allowed you to store names, addresses and telephone numbers for customers, but only update one Sales Ledger account for Unit Sales and one Sales Ledger account for Workshop. This method has been superseded in the current version of the software and all customer details are now stored as Sales Ledger accounts, since this allows mobile numbers and e-mail addresses to be held whereas the contact information does not.
It is possible to convert individual contacts, or all contacts to accounts. This will then create an individual {SL}} account for the contact/contacts specified, and will delete the contact records converted.
Go to " Workshop Maintenance Options Add or Edit Contacts".
All Contacts to Accounts
- Press <F2> to list all your contacts.
- Press <Alt-F7> to convert all the contacts listed to accounts.
 | Note: Remember that this will remove all contacts from the system as they are converted to accounts. |
Individual Contact to an Account
- In the "Search on:" field, type the name of the contact you want to convert.
- Once you have found the contact, highlight it and then <F7> to convert the highlighted contact to an account.
- At the window that opens up, pressing <F2> will convert the contact to a new account.
- As before, this will remove this contact from the contacts file.
