Changing a Residential Customer to Commercial Customer

Sometimes when importing data from Quickbooks into The Customer Factor or importing data from a CSV file, you may have had a company name in the last name field instead of the company name field, so it imported as a residential customer. Or visa versa...maybe you had the full name of a residential customer in the company name field which ended up making that person a commercial customer. So you can easily change a residential customer to a commercial customer or a commercial customer to a residential customer.

So let's assume you want to change a residential customer to a commercial customer. Click the "Change to Commercial" button at top right. Add the company name and click Save. Just like this.

Now let's say you need to change a commercial customer to a residential customer. Click the "Change to Residential" button at top right, correct the info in the window if necessary, click Save, and you're done:

Regards,