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This process will need to be used if there have been is used where multiple Land Lots/Jobs have been created against a single client , and transferring is required to a new client.

When these jobs need maintenence require maintenance to be performed they will need a new client created and the Land (File) transferred to this new the newly created Client. 

Step-by-step guide

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  1. Log into the Client Management Module 
  2. Create a New Client (if required). 
  3. Click on File / New
  4. Select the No Button to just create a new client


  5. Navigate to the client that has the Land/Job you wouldlike would like to transfer using the F4 Search function. 
  6. Highlight the File you would like to Transfer to the new client and click on the Transfer Button. 


  7. Search for the client you would like to Transfer the Land through to. 


  8. Click on the Yes Button to to complete the Transfer. 

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