Move an existing system from one customer to another in the same dealer account. To move a system, personnel must be Administrators or have the Move Systems custom role permission.
To move a system, complete the following steps:
- Find the customer with the system that you want to move and select their name.
- The Customer Summary page opens. In Systems, find the system’s row and select the More icon .
- Select Move.
- Search for the customer that you want to move the system to, then select their name from the list.
- Press Move System.
- A dialog pops up to confirm your decision. To move the system, press Yes.