Firm-Vendor or Vendor-Firm Switch

If you need to change a firm to a vendor or vice versa, you can accomplish that by following the steps below:

•  Select People | Firm & Vendors

• Select the Firm or Vendor record you want to switch
• Select the Settings tab

• Click the edit pencil (right hand corner of Settings tab)

• Locate the LIST AS option

• Select the desired option you want to switch the record to
• Click Save Changes