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Established Member

Customer vs Job

We have 3 current customers who are managed by 1 company.  How do I move the current customers to be jobs under the management company without losing any history for the current customers?

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Established Community Backer *

Re: Customer vs Job

Open your customer list.  Make sure you have one customer set up that your want to be the parent.  Find your jobs.  Drag below the parent.  There should be a diamond.  Once you drag below, grab the diamond and move to the right until it is indented below the parent.