Author Topic: Changing a client into a user  (Read 2024 times)


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Changing a client into a user
« on: December 28, 2009, 03:14:44 am »

Is there any way to change a client into a user - and then back again.

If you have a client, and then start a project, it would be good to change them into a user without having to copy all the info over. When the project is over, they could be converted back to a client.

Cheers, Don


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Re: Changing a client into a user
« Reply #1 on: December 29, 2009, 03:17:16 am »
If the client is already a contact I think you can link a contact to a user and therefore keep all the information.  Here is the info in the manual that I found earlier.