This article is meant to assist internal support reps testing in wesuite. Customers should instead review WeSuite's support documentation.
- Open the Job in WeSuite
Click on the “Customer Information Tab”
- Click on “Change Customer” button.
- A screen will pop – Letting you know that any Estimate under this Customer will all also be updated with the change. If you want to proceed, select OK.
- Enter the Customer in the Search Field and click “Search.”
- Select the Customer and click “OK.”
When you have selected the correct Customer Account, select OK.
