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