Reallocate activities to another contact

Reallocate activities to another contact

In some cases you may need to reallocate activities associated with one contact to another contact. Next steps to achieve this change:
  1. Prerequisites:

    1. If the file has only one client, it is appropriate totemporarily add a customerto access the functionality of assigning an activity to a given client.

    2. In the settings, it is necessary to activate the option allowing stakeholders in a file to assign activities to a client (Settings > My Firm > Firm Preferences).

  2. Check the activity(s) to be assigned to the affected client:



    Note: You can also check "Select All" if you want to apply the change to all non-billed activities in the folder:



  3. Click on the "Group Actions" button:



  4. Select the "Assign to a client" option:



  5. In the window that opens select the customer to be charged, then click on the blue button "Save":



    ↠all activities are reallocated to the selected client

  6. If you had added a client to step 1.a you can now delete it

    • Related Articles

    • Access the menu of a contact's assets

      1. 1. Access to the Assets tab 1. 1. Go to your contact page 2. Click on the tabAssetsof the contact sheet Note: If the tab does not work, you will need to convert the contact into a client (see the article "Turning a contact into a customer") 2. ...

    • Election of invoicing activities and creation of its first invoice proforma

      Following thecreation of your activities(time, fresh, discounts,...), you can start tochargefrom your file or from the customer record. You can charge for your activities in a single or multiple way and rework your due diligence on theinvoice ...

    • Identify and solve billing challenges

      We are sorry to learn that you are experiencing difficulties with billing. Below you will find tips to help you solve the problems encountered. If need ourCustomer serviceis at your disposal to assist you. • Proforma â‹" I can't validate my ...

    • Validate a credit note

      You can validate your credit note from the Customer's Equity tab (1), or from one of the billing tables (for example, the one available in the Billing tab of the contact) (2). If the credit relates to a fee invoice, it will be possible to release the ...

    • Enter a regulation without linking it to an invoice

      When you receive a regulation from a customer, you can choose not to link it to an invoice. The purpose of this option is to allow the user to: to enter all regulations without looking for which invoice(s) they are bound. link them to invoices ...