To complete this procedure; you must have Insert; Modify; and Delete permissions for Contact List entries. |
Use this procedure to convert Households to Companies. Maximizer copies the entire contents of the Household to a new Company entry with the Household converted to a Contact for the Company. All data is converted; including the Household's Contacts. The original Household is automatically deleted in the process.
Click on the Household entry to make it the current entry.
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- Click the checkbox to the left of entries.
Select Edit > Convert Households to Companies.
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Right click and select Convert Households to Companies.
- Click OK to confirm.