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 "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


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Keywords AND Misspellings
Convert, Contact, Account, Converting, Change, Changing,