Change a contact into a client
Open the Contact page for the contact you want to change to a client.
On the Task Bar click Convert to client.
In the Convert contact to client window, enter a client Code for the contact.
The code needs to be unique in the database or an error message will be displayed.
Click OK to close the window. A Client page opens for the contact.
On the Client page, complete information in each tab for the new client as required.