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This process is used where multiple Land Lots/Jobs have been created against a single client and transferring is required to a different (new) client.
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Transferring Land(File) to a different client.
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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Contact UsIf you are still having issues in relation to this, or any other Framework related issue Contact Us. |
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