This process will need to be used if there have been multiple Land Lots/Jobs created against a single client, When these jobs need maintenence performed they will need a new client created and the Land (File) transferred to this new Client.
Step-by-step guide
Transferring Land(File) to a different client.
- Log into the Client Management Module
- Create a New Client (if required).
- Click on File / New
- Select the No Button to just create a new client
- Navigate to the client that has the Land/Job you wouldlike to transfer using the F4 Search function.
- 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.