Create Client from Vendor Form

Display the Create Client from Vendor Form
You display the Create Client from Vendor form in Advanced Utilities.

Toolbar of the Create Client from Vendor Form
Use toolbar options to check for duplicate records and to run the conversion utility.

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.

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Create `Client` from `Vendor` Form