Transfer Workorder To Another Client?

AyaNova 7 (legacy version) Workorders, Quotes & PM's
1

Does anyone know how to transfer a workorder to another client? (Just change the client on the workorder really) I have an employee who keeps creating new workorders under the wrong client, and I need to be able to switch the client. Data has already been put into the ticket and deleting it and re-creating it is a pain.

Thanks

2

Hi Jason,

A workorder can not be transferred to another client.

What there is, is the Client Merger utility http://www.ayanova.com/AyaNova6webHelp/client_merger.htmthat you can use to transfer all workorders, all quotes, etc from one client to another.

  • Joyce