4.3.2. Converting a Contact into Client.
Prev 4.3. Client Accounts Next

4.3.2. Converting a Contact into Client.

  1. From the toolbar click Address book

  2. Select a contact and click Make Clients from action dropdown

  3. Enter Login name and Password and click Submit

Convert contact to client

Figure 4.4. Convert contact to client


Prev Up Next
4.3.1. Adding Clients Home 4.3.3. Editing client information