Introduction This topics covers what to do when there is a change of ownership with a property (like a house) or when you otherwise wish to change the Parent on a Customer:Job. Changing the Customer:Job Parent When a customer has financial history, you cannot break the financials. In the instance where the parent company changes, …
Scenario You have a customer that you have been working for and there are notes, records, and financial history. They move and someone else buys the property. Consider this example. Original Owner John Doe 8877 Bourgade Street Lenexa KS 66219 New Owner Nancy Johnson 8877 Bourgade Street Lenexa KS 66219 Generally, you would NEVER change …
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