How can I convert a Sub-Customer to a project when I click Convert and no Sub-Customers are listed?

This question shows on the top of the Customers screen, "Do you organize sub-customers as projects? You can convert the first level of sub-customers into their own project. Convert Now"

When i click the Convert Now button at the end of the above question, there are no sub customers listed.  Here is what I have: 

  • Projects are turned on.
  • I have one Sub-Customer with the setting Bill to Parent.
  • The Sub-Customer is active.
  • I do not have the Sub-Customer linked to a project.
  • I have cleared my cache and tried an alternative browser.

Answer

Hello there,  philpdj.

I thank you for sharing with us all the steps you’ve performed on your end. Let me help you sort this out.

To start with, since you’ve already added a sub-customer let’s proceed right away to linking the said sub-customer to a project.

Here’s how:

  1. Go to Sales.
  2. Click the Customer tab.
  3. Locate the sub-customer you want to convert into a project.
  4. Choose Projects tab.
  5. Click on Add your first project button.
  6. Type in the project's name.
  7. Click Save.

That should do it! I have added screenshots for your concern.

For future reference, you may check out these articles:

Keep me posted on how it works on your end. I am always here to help you with creating a project and linking it to your sub-customer.

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IntuitJuViel , Community Support Specialist
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