Knowledgebase: > Tree Management
Accounts Tree (Transfer Option)
Posted by Mohammad Rahhal, Last modified by Mohammad Rahhal on 15 December 2015 05:04 PM

The transfer option will help you to organize your accounts tree, so you will be able to transfer a certain client/office from the current node to another node in the accounts tree. Also if you want to cancel client/office account you can transfer it to the history tree, so later on if you want to return the client/office from the history tree you will need to login to the history tree using the History dealer and transfer it again to the real tree.
You can also transfer any certain client/office by dragging it and drop it to the desired place in the accounts tree.

Transfer

 

TransferToHere

 

Example:

For example you want to transfer a certain client from its current group to another group which have deferent parameters, so right click on this client and choose transfer office/client and a small green arrow will appear beside this client in the accounts tree, as the following image:

TrasferFrom

Then right click on the another group to transfer this client to, then choose transfer to here, as the following image:

TransferTo

 


See Also

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