Client Management           Master Account Management                     Converting a Customer to a Master Account

Converting a Customer to a Master Account

Since Master Accounts have no Site records, when converting a regular Customer into a Master Account, any Site records that were on the customer tree for the regular Customer will automatically be converted into Subaccounts attached to the Master Account.

To convert a regular Customer into a Master Account follow the instructions listed below.

1.  Open the Customer Explorer of the Customer that will be converted into a Master Account.

2.  Highlight the customer tree option Customer Information; right-click and select the Edit Customer Setup option.

3.  The Setup Information form will be displayed.  There are three key data entry fields necessary for converting to a Master Account, which will be described on the following page.

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