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- General Tab
- User Defined Fields Tab
General Tab
Changing Division
It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.
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Important: Security permissions can be applied to the UDF tab, but not to the individual fields here. If a UDF is used on a customised screen, the security permissions can be applied.
Changing Division
It is possible to move a client from one region/division to another by clicking the Change Division button. The reason that this may be done is if the client was created against the wrong division or there is a clear and legitimate change in the allocation.
Important: Changing the division for a client has a potentially significant impact on other Framework processes, especially if Framework Integrationis in use. Changing the division can break vital links used in these processes. It is recommended that a system administrator be consulted prior to using this function.
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