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.

clients-manage-jobs

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

Submitted-to-auditor

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


action-reassign-client contact

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


reassign -client-contact-save-and-close


The client contact will be Re-assigned successfully.
To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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