It is possible to convert a Customer to a Job, however, it involves very skillful use of the mouse, here’s how to do it:
a.) Open Customer Center.
b.) If you don’t have the parent (new customer of job) that the old customer will be a job of, create the parent customer or job.
c.) Select the old customer that you want to make into a job so that it’s black. Click on the diamond to the left of that name and drag it beneath the name that it should be a job of. Release mouse button. If the customer has jobs, it will be the next customer after the jobs.
d.) Click on the diamond to the left of that name and hold down on the left mouse; a vertical dashed line should appear. Drag it to the right until it matches up with the diamond of the name that it should be a job of. Release the mouse button.