Difference between revisions of "How can I convert a contact into an account?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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This Article will talk you through converting a Contact into an Account in the Platinum software.
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This article will explain how to convert a Contact into an Account.
  
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== Additional Information ==
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== More Information ==
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You will need to go to ''"Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Contact".''
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* Go to "{{VS}}" -> "Maintenance Options" -> "Add or Edit Contact".
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* On 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.
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* 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.
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* Press {{KeyPress|F7}} to Convert the contact.
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* Press {{KeyPress|F7}} to convert the contact.
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* A screen will appear labelled "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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* 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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* If there is ''No'' account set-up already then leave the {{DataPrompt|Account:}} blank and press {{KeyPress|F2}} and this will automatically generate the account code whilst converting the contact into an account.
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* If there is no account set-up already then leave the {{DataPrompt|Account:}} blank and press {{KeyPress|F2}} and this will automatically generate the account code whilst converting the contact into an account.
  
 
== See Also ==
 
== See Also ==

Revision as of 11:44, 24 December 2009

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


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