Moving out an account

  1. Load the customer's account.
    You load an account either by locating it using Manage Account or by clicking its Account # link on any form that shows the link.
  2. On the Maintenance tab, under Account, click Move Out Account.
    If the Move Out Account link is displayed in the Quick Links panel on the Summary tab, you can also initiate a move out from there.
  3. Record the customer's move out information in the Move Out Account dialog box.
    The Move Out Account dialog box guides you through the process of collecting the information required to initiate the move out according the script defined in Move Out Setup.
  4. When you're finished, click Done.