Main Tab of the Create
Client from
Vendor Form
Use the Main tab to select the
vendor records that you want to convert to
client records. You can merge
vendor records into existing
client records or you can create new
client records.
Field Mapping Tab of the Create
Client from
Vendor Form
Use the Field Mapping tab to select the
vendor fields to include when you convert
vendor records and to map those fields to their respective
Client Info Center fields.
