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How to Change a Business Unit on Client Card

  • Updated

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

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Click on the business unit.

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

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

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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.