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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 different (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). 
    a. Click on File / New
    b. Select the No Button to just create a new client
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  3. Navigate to the client that has the Land/Job you wouldlike would like to transfer using the F4 Search function.
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  4. Navigate to the Client / Files screen.
  5. Highlight the File you would like to Transfer to the new client and click on the Transfer Button. 
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  6. Search for the client you would like to Transfer the Land through to. 
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  7. Click on the Yes Button to to complete the Transfer. 
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