/
How to Update the Servicing Office of a Location

EntireOnHire l

How to Update the Servicing Office of a Location

  1. Select Clients

 Insert Client name and select display clients

 or

 Choose all clients and select display clients 

 

 Select the client name to load the profile 

  Select Relationship Managers

Select Edit, then select from the drop-down the new office

 

Update

 

 



Related content

How to search and edit a Locations profile
How to search and edit a Locations profile
More like this
Profiles Tab - Clients
Profiles Tab - Clients
More like this
How to Create New Locations
How to Create New Locations
More like this
How to Add/Delete a Relationship Manager
How to Add/Delete a Relationship Manager
More like this
How to Move a Client/Location to another Tree
How to Move a Client/Location to another Tree
More like this
How to Inactive/Terminate a Location
How to Inactive/Terminate a Location
Read with this

Copyright © 2023 Entire OnHire