Turning a contact into a customer

Turning a contact into a customer



Once onceyour contact sheet créée, it is possible to turn it into a customer. Unlike a contact sheet, a customer record offers the possibility to generate a supply and a credit. It is also possible to refer a regulation.

When youintegrate contact in parts of a file, the Contact sheet automatically turns into a Customer sheet. You can also do the following from the Contacts tab:
  • Click on the arrowActions
  • Click onChange as a customer


It is possible to do this for several contacts at the same time.

Your contact is now a customer, you can enter his file to:
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