{"id":7609,"date":"2021-08-06T23:17:09","date_gmt":"2021-08-06T23:17:09","guid":{"rendered":"http:\/\/3.26.62.22\/?p=7609"},"modified":"2021-08-06T23:18:19","modified_gmt":"2021-08-06T23:18:19","slug":"how-to-change-client-on-an-active-job","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/au\/hc\/jobs\/how-to-change-client-on-an-active-job\/","title":{"rendered":"How to Change Client on an Active Job"},"content":{"rendered":"<p>It may be necessary to reassign a job to a new client for a variety of reasons. This article explains the process of reassigning a job. Note that this process requires the Reassign Jobs permission to be enabled in your role\u2019s <a href=\"https:\/\/help.gjgardner.com\/au\/hc\/setup\/setup-manager-office-roles-permissions\/\">Office Permissions<\/a>.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Getting Started<\/h2>\n\n\n\n<p>Before you start, make sure the new client who the job will be reassigned to has already been <a href=\"https:\/\/help.gjgardner.com\/au\/hc\/contacts\/contacts-2\/#creating-new-contacts\">created<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Steps<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li>Navigate to <strong>Jobs &gt; Job List<\/strong>.<\/li><li>Select the correct job from the list.<\/li><li>Click on <strong>File &gt; Change Client<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"348\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5.png\" alt=\"\" class=\"wp-image-7610\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5.png 997w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-300x105.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-768x268.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-50x17.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-18x6.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-60x21.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-5-100x35.png 100w\" sizes=\"(max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li>In the <em>Find Customer<\/em> window search for the new client&#8217;s name and click <strong>Add Selected<\/strong><em>.<\/em><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"958\" height=\"714\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6.png\" alt=\"\" class=\"wp-image-7611\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6.png 958w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-300x224.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-768x572.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-50x37.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-16x12.png 16w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-60x45.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2021\/08\/image-6-100x75.png 100w\" sizes=\"(max-width: 958px) 100vw, 958px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li>Process the changes. The client you have selected will now be attached to the job.<\/li><\/ol>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">If the new client falls out of contract you can reassign the client again as needed. Any electronically sent documents should be canceled.\u00a0<\/p>","protected":false},"excerpt":{"rendered":"<p>It may be necessary to reassign a job to a new client for a variety of reasons. This article explains the process of reassigning a job. Note that this process requires the Reassign Jobs permission to be enabled in your role\u2019s Office Permissions.&nbsp; Getting Started Before you start, make sure&#8230;<\/p>","protected":false},"author":21,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[37],"ht-kb-tag":[],"class_list":["post-7609","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-job-admin"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7609"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/comments?post=7609"}],"version-history":[{"count":1,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7609\/revisions"}],"predecessor-version":[{"id":7612,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb\/7609\/revisions\/7612"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/media?parent=7609"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-category?post=7609"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/au\/wp-json\/wp\/v2\/ht-kb-tag?post=7609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}