| Assign Clients to Branches and Officers |
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| Last Updated on Friday, 19 August 2011 10:41 |
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If you need to assign several clients or groups to a different credit officer ot to a different branch, go to Clients > All Clients > use the filtering options to see the list of clients you're searching for > check the boxes that correspond to the clients you want to reassign > click on Bulk Action > Reassign > choose the new branch and/or the credit officer > click on Assign.
All the clients will then be assigned to the new branch and / or to the new credit officer.
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