Difference between revisions of "How can I convert a contact into an account?"
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* [[Do I have to remember all these Account Codes?]] | * [[Do I have to remember all these Account Codes?]] | ||
* [[What's the difference between Search and Filter?]] | * [[What's the difference between Search and Filter?]] | ||
| + | * [[Creating a New Customer/Supplier]] | ||
| − | {{KB_Tags|Convert, Contact, Account, Converting, Change, Changing,}}{{ZN_Admin}} | + | {{KB_Tags|Convert, Contact, Account, Converting, Change, Changing,}} |
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Revision as of 13:45, 16 September 2013
Summary
This article will explain how to convert a Contact into an Account.
More Information
Go to " Unit Sales Maintenance Options Add or Edit Contact".
- At 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 headed "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?
- Creating a New Customer/Supplier
