Convert Individuals to Companies

Updated 3 years ago by dustin keir

To complete this procedure, you must have Insert, Modify, and Delete permissions for Address Book entries.

Use this procedure to convert Individuals to Companies. Maximizer copies the entire contents of the Individual to a new Company entry with the Individual converted to a Contact for the Company. All data is converted, including the Individual’s Contacts. The original Individual is automatically deleted in the process.

You can convert a single Individual, or you can select multiple Individuals to convert them all at the same time.

  1. Click on the Individual entry to make it the current entry.

– or –

Select multiple Individual entries.

  • Click the checkbox to the left of entries.
  1. Select Edit > Convert Individuals to Companies.

– or –

Right click and select Convert Individuals to Companies.

  1. Click OK to confirm.

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