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How Do I Move Accounts In Stratifi

This article shows how to move accounts from one client record to another

    • In the Clients section, click the client that has an account (or accounts) that you would like to move to another client.

      Moving client accounts 01
  • Once you are in the client’s record, scroll down to the accounts section, select the account(s) you want to move, and then click the Assign to another client button.
    Moving client accounts 02
  • 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.
    Moving client accounts 03
  • Click on Submit to move the accounts
    Moving client accounts 04