Move Account to Different Customer :

How can we help you today?

Modified on: Tue, 12 Sep, 2017 at 2:07 PM

Top menu >>Accounts >> View account >> Move to customer

View account you would like to move to a different customer.

Click Move to customer

1. Select the customer you wish to move the account to from the dropdown menu.

2. Choose either to move the account selected only (default) or all accounts for the customer.

Click OK