Converting Contacts


You can use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards when needed.

This Solution describes Converting Contacts to Customers or Vendors. (3093)






You probably use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards.

When you convert a contact, a new Customer or Vendor Card is created and the Contact Card is deleted.

To convert Contact Cards:
1. In a Contact Card, click the Convert to Customer or Convert to Vendor button.
2. Click the Convert button in the confirmation dialog box that appears.

Big Business converts the Contact Card and displays the resulting Customer or Vendor Card.



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