How to Change a Business Unit on Client Card

To change a business unit on the Client Card, head over to the Details-view, under the Ownership and Acquisition section.

Click on the business unit.

The following dialog will appear, type in the field to search for the business unit you want.

Select the business unit once it appears on the list and you are done.

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.