Change Account Type

Change an account’s type information to best reflect the behaviour and management required for that account.

Accounts Page

On the Accounts Page, right click the account that you wish to change the type of and select the Change Type option.

Select Rename Account context menu option

Change Account Type Dialog

Pick a new type for this account and then press the Enter key or alternatively click the Save button.

You will only be allowed choose an account type that makes sense, so you might see different options depending on what type of account you are dealing with.

Pick the new type

Accounts Page

The account will show in the correct group in the Accounts list.

Account Type changed
Last modified July 10, 2020