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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. 

  1. Log into the Client Management Module 
  2. Create a New Client (if required). 
  3. Click on File / New
  4. Select the No Button to just create a new client


  5. Navigate to the client that has the Land/Job you wouldlike to transfer using the F4 Search function. 
  6. Highlight the File you would like to Transfer to the new client and click on the Transfer Button. 


  7. Search for the client you would like to Transfer the Land through to. 


  8. Click on the Yes Button to to complete the Transfer. 

 


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