Change the Type of an Account

The 'Change Account Type' option changes a single Account Type for one that is already in the system. This can affect reports, so a warning box will pop up. This is helpful if you have entered information incorrectly.

Step 1: To Change an Account Type, you must be in the Account folder of the account you wish to change.

Step 2: Navigate to Operations < Account < Change Account Type.

Step 3: Now the warning box will pop up:

Step 4: If you are sure you want to continue, click 'Yes'. The Choose Account Type dialogue box will pop up. Choose the new Account Type from the dropdown.

Step 5: Click Change Type.

Main Support Line:

          
All Support Team Members (866) 684-7387 RR_Support@revq.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@revq.com
Angel Davis (Support) Ext. 5756 Angel.Davis@revq.com
Kellie Mendenhall (Trainer)   Ext. 5676 Kellie.Mendenhall@revq.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@revq.com

 

Mailing Address

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Vancouver, WA 98662