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35.10. How to Move an Account Code to another Client

You may have a situation where you've added an account number to the wrong client, or perhaps you have a situation where a child's account is saved under a parent's household, but the child becomes an adult and therefore needs a household of their own.

Here's how to handle that situation:

  • Create a New Client Code (if applicable).  For instructions on creating a new client code, visit:  http://support.trumpetinc.com/index.php?pg=kb.page&id=1483

  • Add the account number to the appropriate client code.  For instructions on adding an account to the client, visit:  http://support.trumpetinc.com/index.php?pg=kb.page&id=1484

  • Do a search in Worldox for all documents that pertain to the account number you wish to move

  • Select Ctrl + A on your keyboard to select all the documents

  • Select Edit -> Profile

  • Select the New Client Code and the New Account Code, leaving the asterisk in ALL of the other fields (use the drop down arrow to select the asterisk manually, if not already selected. Do this for any field you are not intentionally changing)

  • Select "OK"

This will move the documents from the old client to the new client

 


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