How to move a contract to a different customer [Video]

In this training video, you can learn how to assign a contract to a different contract.

In Brief

  • Find the customer that you would like to assign this contract to within the All Customers contract view. Make note of this number as you will need it later in the process

  • Find the contract that you would like to move and open the contract record

  • Go to Advanced → Move Current Contract and enter the customer number that you just found

  • Click the Ok button and then confirm the transfer

  • Clicking on Address will now show the new customer details for this contract

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