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:
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Go to Customers.
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Select the customer’s name.
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In the row of the system that you want to move, select the More icon.
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Select Move System.
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Start typing to search for the customer that you want to move the system to, then select the customer from the list.
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Select Move System.
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A dialog pops up to confirm your decision. To move the system, select Yes.