Move Jobs to another Client

Use the Jobs List submodule to move jobs to other clients.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To move a job to another client:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List.
  3. Highlight the job that you want to move to another client.
  4. Click Further options and select Move job to another client.
  5. In the Move Job to another Client dialog box, use the drop-down lists to select the client and project that you want to move the job to and the price list that you want to use for the job.
  6. Click OK.