Difference between revisions of "How can I convert a contact into an account?"
From Catalyst
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== More Information == | == More Information == | ||
Go to {{menu|{{VS}}|Maintenance Options|Add or Edit Contact}}. | Go to {{menu|{{VS}}|Maintenance Options|Add or Edit Contact}}. | ||
− | * At the {{DataPrompt|[[What's the difference between | + | * At 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. | * Press {{KeyPress|F7}} to convert the contact. | ||
* A screen will appear headed "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. | * A screen will appear headed "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. | ||
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* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
* [[Do I have to remember all these Account Codes?]] | * [[Do I have to remember all these Account Codes?]] | ||
− | * [[What's the difference between | + | * [[What's the difference between search and filter?]] |
* [[Creating a New Customer/Supplier]] | * [[Creating a New Customer/Supplier]] | ||
{{KB_Tags|convert, contact, account, converting, change, changing}} | {{KB_Tags|convert, contact, account, converting, change, changing}} | ||
{{ZN_Admin}} | {{ZN_Admin}} |
Revision as of 06:29, 5 January 2019
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