How do I transfer client equipment to a new site?

Client Equipment may move from one location to another in its lifetime to support this change Admins are able to move Client Equipment from Site to Site.

From Clients, select the Client that the Client Equipment belongs to then select Equipment.

Note: Admins can transfer Client Equipment between Sites of a Client but not Client to Client.

From Equipment, select Equipment Name to open the Equipment Record.

Within Equipment Details, select the Site drop-down menu to uncheck the current Site and select the new Site then select save.