Create an account record with the wizard

Once you install the Occupancy to Account Migration Wizard, you can use the wizard to create account records from occupancy records.

1. Log into FH.

2. Choose Tools → Wizards → Occupancy to Account Migration Wizard.

   The Occupancy to Account Migration Wizard dialog box appears.

   

3. Define the source for creating account records in one of the following ways.

   Create account records based on the occupancy record

   1. Create Accounts using the name and address information from the occupancy record.
   2. (Optional) Select Add Contacts from Occup for type.

   3. (If you selected Add Contacts from Occup for type) From the menu, select the type of contact in the occupancy record to draw information from for the account record.

      Example: An occupancy record includes two contacts: the owner of the occupancy, and the superintendent of the occupancy. To use the contact information for the superintendent on the new account record, from Add Contacts from Occup for type, select SUPER.

   Create account records based on a specific type of occupancy contact detail record

   1. Create Accounts based on information from a selected occupancy contact type.

   2. From Contact type to convert, select the type of contact in the occupancy record to draw information from for the account record.

      Example: An occupancy record includes two contacts: the owner of the occupancy, and the superintendent of the occupancy. To use the contact information for the superintendent on the new account record, from Add Contacts from Occup for type, select SUPER.

   3. From Select Format, choose First - Middle - Last or Last, - First - Middle to indicate how the account name will be formatted.
   4. Select or clear Do not duplicate account names to indicate whether only one account record or multiple account records are created if the same first, middle, and last name is used in multiple occupancies.
   5. Select or clear Use business name for account names if available to use the business name (if available) instead of a contact person's name for the occupancy.
4. From Assign default status for all accounts, select that status to apply to account records created by the wizard.

5. Click Next >.

   A table listing the account records that will be created appears.

   

6. (Optional) Click in the cells in the table and edit the information if needed.
7. (Optional) Clear the check box for a row in the table to exclude the item from account record creation.

8. Click Next >.

   A summary screen appears, listing the number of account records that the wizard will create.

   

9. Click Finish.

   A confirmation dialog box appears, informing you that accounts were created.

10. Click OK.