Suralink - Change Client Number and/or Department

ISSUE:

Client is missing the client number
Client(s) is(are) assigned to the wrong department

RESOLUTION:

Client Number

Locate the client in the Clients List
Select the Pencil icon to the right of the screen
Change the client number to the correct number > Select Save Changes
- You can edit any additional fields as well, including Client Name

Client Department

Select one client or multiple clients
Select the Change Department icon at the top of the screen
Select the correct department from the Change Client Department dialog box
Select Change Department