Re-assigning Client Contact - SMSF Sorted Basic
Introduction
You can easily re-assign the client contact yourself by following these simple steps:
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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