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

  1. In Onvio Centre select Setup, then Clients.
  2. Select Add.
  3. Enter an ID.
  4. Choose Select Existing Contact.
  5. Choose the Contact that you want to upgrade to a Client.  
  6. Select Save. This will pull the Contact's information into the Client.
  7. Make changes and select save. The type of contact will change from standalone to client.