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What's important about the Change Name Types window

Use this window to transfer names from your Other Names list to your Customers & Jobs, Vendor, or Employee list. If you have many names to transfer, you can transfer them all at once.

To transfer names

  1. For each name, click in the column for the list where you want the name to appear.

    For example, to transfer a name to the Vendor list, click in the Vendor column.

  2. Check your selections. Once you transfer a name you cannot transfer it back.

    If you need to start over, click Revert.

  3. To make the transfer, click OK.

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