Re-assigning Client Contact - SMSF Sorted Basic

Re-assigning Client Contact - SMSF Sorted Basic

Introduction

You can easily re-assign the client contact yourself by following these simple steps:

How to Re-assign Client Contact

Step 1: Click on Clients > Manage Jobs.



Step 2:  Now click on Submitted to Auditor(s) tab.



Step 3: Click on the 3-dot icon and select Re-assign Client Contact from the Action column.




Step 4: Select the Client Contact from the drop-down and hit Save & Close to close the slider.




The client contact will be Re-assigned successfully.

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