If a Plan was linked to the wrong Client, or a Client has changed identities and needs to be re-linked to a Plan, users can follow the steps below to reassign a Plan to a new Client.
Tier Availability: Track, Core, Essential, Premium, Team, Business
Security Rights Required: Add/Edit Client
To Reassign a Plan to a New Client, follow the steps below:
- Click on the Search Tab and enter the Client name that is linked to the Plan that needs to be reassigned.
- From the Search results, double-click the Client’s name under the Clients column to open the Client Details tab.
- Under Client Details, click the Plans tab.
- Under the Plans tab, click once on the Plan to highlight it.
- Click the Edit button to the right of the Plans grid. An Edit Plan to Client Assignment slider will appear.
- In the box labeled, “Reassign Plan to new Client” begin to enter the new Client’s name. The text should start to populate with available matching Client name(s).
- Select the appropriate Client Name that appears.
- Click Save to complete the reassignment.
Adding a Client, Plan, Contact