CRM Software for Economic Development Organizations
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How do I transfer a client from one center to another?

To move a client from one center to another you should use the More|Transfer Client option:

This particular function allows you to transfer a client to another center and also re-assign them to a different counselor at the same time. Furthermore, you can decide if you want to keep the original Client ID number, or whether you want to re-assign them a new ID:

Additionally, you can change the funding source of the client record. This will not affect any of the sessions entered in prior to the transfer, it merely updates the default funding source on the client record itself.

The Transfer Client option is available to all users that have "Edit (including Center)" permissions for the clients being transferred. If the user does not have "View", "Edit" or "Edit (including Center)" permissions to clients at the center to which the client is being transferred, then they will lose sight of the client after the transfer.

If you do assign the client to another counselor, then this new counselor will automatically receive a message in their Message Center letting them know a new client has been assigned to them:

The Message Center notification will appear at the top of the screen next to the calendar icon. The counselor can clear the message from the Message Center simply by clicking the "x" to the right of the notification. An easy link to the client record is also provided.

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