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

Converting a Customer to a Master Account (continued)

4.  Once all information has been completed on the Setup Information form, click the Save button located at the lower right of the form. 

A message will be displayed indicating the customer is being converted into a Master Account.  This message is displayed very briefly on new Master Accounts.  If you are converting a Customer that has several Sites (over 30) this make take a few seconds to complete the process.

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