Note: users require certain permissions to use this functionality.
This option enables the Location to be moved to a different Organisation in the Address Book.
- Go to the Address Book and click on an Organisation
- Click on the location you want to move
- Click on ‘Move Location’ in the left-hand menu
- Enter the name of the Organisation the Location should be moved to > ‘Next’
- On the Summary, screen click ‘Next’ to move the location or ‘Cancel’ to abort
The Location will be moved to the new Organisation. Any People and cases that are linked to the Location will remain linked to the location. This means the Location will remain as the ‘Who Pays the Bill’ contact and Associate/Other Side contact on any cases it was linked to.
The old Organisation is not deleted and will remain in the Address Book.
Note: This action is non-reversible.