Employee Transfer

How to Transfer a Client from one company to other and How to Transfer an Corporate Client to Individual Client

a) Transferring from one corporation to another

> Navigate to Client Profile
> Click on Employee Transfer button under Security and Tools
> Click on Choose Corporation 
> Search for the Corporation and Click on Copy

b) Transferring Corporate Client to Individual Client

> Navigate to Client Profile
> Click on Employee Transfer button under Security and Tools
> Click on Choose Corporation 
> Search for "Individual Client" and Click on Copy