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Buy nowYes, ELM33. You can make the existing client a job for another client without losing their transaction history.
To convert an existing customer to a job, you need to do it from the Add/Edit Multiple Customer window. Here are the steps to guide you through:


Please note that if the customer has existing transactions, those transactions will now be linked to the new parent customer as part of the job. Refer to the screenshots for guidance.

If you need further assistance, feel free to ask. I'm here to help.