Merge a contact into a client
Contacts can be converted to a client while retaining any information attached to the contact. Once a contact is merged into a client, you can add projects to the client.
Before you start
Make sure you're assigned to a permission group that has Clients enabled.
Convert a contact
- In Onvio Center select Setup, then Clients.
- Select Add.
- Enter an ID.
- Choose Select Existing Contact.
- Choose the Contact that you want to upgrade to a Client.
- Select Save. This will pull the Contact's information into the Client.
- Make changes and select save. The type of contact will change from standalone to client.
Contact us
Call 800-968-0600