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Changing an Account Record Type
Changing an Account Record Type

Changing an accounts record type in essensys Operate: From Prospect to Customer

Stuart avatar
Written by Stuart
Updated over a week ago

When using Operate you may need to change an account from a prospect account to an Account - by doing this it will allow you to

  • book meeting rooms for the customer

  • add a point of sale charge to a customer

In order to do this, you would need to go to Member > Accounts, select your desired Account and then filter the list for the account, then open the record.

  • Select Actions

  • Select "Change Record Type"

  • Select "Account" to change it to an account and enable you to add charges against this customer.

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