How can I convert a contact into an account?

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

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Keywords AND Misspellings

convert, contact, account, converting, change, changing