Available as of version Connect 2.2.9 or higher
This new functionality allows the user to change the client of selected projects. To do this:
1. In the Connect home screen when you click the Replace Design Client button, the Design customer replacement screen appears, as shown in the image below:
2. Enter the originating client. Promob lists the projects with this client, except projects that are in the Converted or negotiated status.
3. Click Target Costumer, enter the target client and click OK.
4. The name of the destination client is displayed next to the button. Check the name of the destination client and click OK.
IMPORTANT: For the OK button to be enabled you must have at least one project selected, the destination client entered.
5. The message Confirm to replacement of selected designs from customer xxxxx to customer xxxxx appears. When you click Yes, the confirmation message is closed, and makes the change of customers from the selected projects, and reloads the list of projects from the originating customer without the projects that were selected.