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:

  1. Find the customer with the system that you want to move and select their name.
  2. The Customer Summary page opens. In Systems, find the system’s row and select the More icon .
  3. Select Move.
  4. Search for the customer that you want to move the system to, then select their name from the list.
  5. Press Move System.
  6. A dialog pops up to confirm your decision. To move the system, press Yes.