Fields and Options
Use the screens for the key conversion utilities to convert existing codes and names.
Related Topics:
- Key Convert Accounts Form
Use the Key Convert Accounts form to change one or more account numbers throughout Vision. - Key Convert Accrual Codes Form
Use the Key Convert Accrual Codes form to change one or more accrual codes throughout Vision. - Key Convert Banks Form
Use the Key Convert Banks form to change one or more bank codes throughout Vision. - Key Convert
Clients Form
Use the Key Convert Clients form to merge existing duplicate client records. - Key Convert Contacts Form
Use the Key Convert Contacts form to merge existing duplicate contact records. - Key Convert Contribution Codes Form
Use the Key Convert Contribution Codes form to change one or more contribution codes throughout Vision. - Key Convert Discount Codes Form
Use the Key Convert Discount Codes form to change one or more discount codes throughout Vision. - Key Convert Employees Form
Use the Key Convert Employees form to change one or more employee numbers throughout Vision. - Key Convert Generic Resources Form
Use the Key Convert Generic Resources form to change one or more generic resource codes throughout Vision. You can also change the labor category or labor code after you assign a generic resource to a project plan. - Key Convert Labor Codes Form
Use the Key Convert Labor Codes form to change one or more labor codes throughout Vision. - Key Convert Liability Codes Form
Use the Key Convert Liability Codes form to change one or more liability codes throughout Vision. - Key Convert Organizations Form
Use the Key Convert Organizations form to change one or more organization codes throughout Vision. - Key Convert Organization Subcodes Form
Use the Key Convert Organization Subcodes form to change individual portions of the organization codes throughout Vision. - Key Convert
Projects Form
Use the Key Convert Projects form to change one or more project numbers throughout Vision or to combine (close out) project data into a single project. - Enable Phases/Tasks Form
Use the Enable Phases/Tasks form to enable phases on a project with no phases, and to enable tasks on a phase with no tasks. - Disable Phases/Tasks Form
Use the Disable Phases/Tasks form to disable tasks on a phase and phases on a project. - Key Convert Phases Form
Use the Key Convert Phases form to change, move, or combine phase number data in Vision. - Key Convert Tasks Form
Use the Key Convert Tasks form to change, move, or combine task number data in Vision. - Key Convert
Projects'
Organization Form
Use the Key Convert Projects' Organization form to change one or more organization codes for projects, phases, or tasks, throughout Vision. - Key Convert Tax Codes Form
Use the Key Convert Tax Codes form to change tax codes that are used throughout Vision. - Key Convert Units Form
Use the Key Convert Units form to change one or more unit numbers throughout Vision. - Key Convert
Vendors Form
Use the Key Convert Vendors form to change one or more vendor codes throughout Vision. - Key Convert Withholding Codes Form
Use the Key Convert Withholding Codes form to change one or more withholding codes throughout Vision.
Parent Topic: Key Conversions Overview