The Move Client Contacts functionality allows users to transfer client contacts between offices within the system. This feature is disabled by default for all GRATIS users, but can be enabled by updating user permissions.

TABLE OF CONTENTS

• Enabling the Functionality
• Accessing the Tool
• How to Move Client Contacts

Enabling the Functionality

• By default, GRATIS users do not have access to this feature.
• To enable it, an administrator must go to the employee’s profile and open the Permissions tab.
• Locate and activate the permission named “Move Client Contacts”.

Accessing the Tool

• Once the permission is granted, the user will see the Move Client Contacts tool in the Clients module, under the Contacts tab.

How to Move Client Contacts

1. Navigate to the Clients module, locate the client and select the Contacts tab.
2. Choose the contacts you wish to move. You can select individual contacts or all contacts.
3. Select the destination office to which you want to move the selected contacts.
4. Click the Move button.

1. A confirmation message will appear. Confirm your action to complete the process.

After confirmation, the selected contacts will be moved to the chosen office.