To Convert a Business Account to a Customer

  1. Open the Business Accounts (CR3030PL) form.
  2. In the table, click the business account that you want to convert to a customer account. The Business Accounts (CR303000) form opens.
  3. On the form toolbar, click Extend as Customer.

    The Customers (AR303000) form opens. The form is filled in with the data of the business account. Review the data and, if needed, add or modify the information about the account.

  4. Click Save on the form toolbar.