Feng Forum

Support => How To's => : Don December 28, 2009, 03:14:44 AM

: Changing a client into a user
: Don December 28, 2009, 03:14:44 AM

Greetings,

Is there any way to change a client into a user - and then back again.

If you have a client, and then start a project, it would be good to change them into a user without having to copy all the info over. When the project is over, they could be converted back to a client.


Cheers, Don

: Re: Changing a client into a user
: WillShattuck December 29, 2009, 03:17:16 AM

If the client is already a contact I think you can link a contact to a user and therefore keep all the information.  Here is the info in the manual that I found earlier.

http://fengoffice.com/web/wiki/doku.php/users_vs._contacts#linking_contacts_and_users (http://fengoffice.com/web/wiki/doku.php/users_vs._contacts#linking_contacts_and_users)