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- Log into the Client Management Module
- Create a New Client (if required).
a. Click on File / New
b. Select the No Button to just create a new client (as the file will come from the transfer steps below) - Navigate to the client that has the Land/Job you would like to transfer using the F4 Search function. .
- Navigate to the Client / Files screen.
- Highlight the File you would like to Transfer to the new client and click on the Transfer Button.
- Search for the client you would like to Transfer the Land through to.
- Click on the Yes Button to to complete the Transfer.
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