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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- 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 wouldlike 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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