Moving Client Accounts
- In the Clients section, click the client that has an account (or accounts) that you would like to move to another client
- Once you are in the client’s record, scroll down to the accounts section, select the account(s) that you want to move and then click the Assign to another client button.
- The Assign account(s) to another client pop-up will appear. Click in the search field and start typing the name of the client that you want to move the accounts to. A list of options should appear and you just need to click on the one you require to select it.
- Click on Submit to move the accounts
