Transferring a record lets you move it from one property to another. This is useful if a record was created under the wrong property—or if it simply needs to be reassigned as part of a process.
Steps to transfer a record to another property
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Go to the Data Viewer for the module where the record exists.
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Locate and select the record (or records) by checking the box next to it.
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Click the Transfer button in the toolbar.
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In the pop-up window, use the Find a Property box to search for and select the new address.
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Click Yes, transfer! to confirm and complete the action.
After the transfer, the record will move to the new Property Profile and no longer appear under the original address.
Additional Resources
Related search terms: transfer record, move record to new address, property record transfer, reassign record, change property, update location, property address change