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Firm-Vendor or Vendor-Firm Switch

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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

LTKB - Firm-Vendor or Vendor-Firm Switch (Image 1).png

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

LTKB - Firm-Vendor or Vendor-Firm Switch (Image 2).png

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

LTKB - Firm-Vendor or Vendor-Firm Switch (Image 3).png

  • Locate the LIST AS option

LTKB - Firm-Vendor or Vendor-Firm Switch (Image 4).png

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

 

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