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Thread: how to convert contact to Account?

  1. #1
    Solarmama is offline Junior Member
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    Jan 2011
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    Default how to convert contact to Account?

    Hi there,

    Is there a way to convert a contact to an account directly, without having to re-enter the information? I am trying to adapt SugarCRM to our existing client management scheme, which uses Account for job information including several custom fields, and contacts for everyone else. Sometimes someone in the contacts list turns into a job for us, and it would be great to have the basic info convert, and then just fill in the custom fields.

    I am very new to SugarCRM, and though I find it pretty intuitive, I am not seeing a way to easily move one to the other.
    Thanks!

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    4,813

    Default Re: how to convert contact to Account?

    No, there isn't any native functionality that provides that capability.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
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