Client Action

{{ 'labels.heading.Transfer Client' | translate }}

Move this client to a different office or branch. The destination office will need to accept the proposed transfer before it takes effect. The client's accounts move with them.

{{ 'labels.inputs.Office' | translate }} @for (office of officeData; track office) { {{ office.name }} } @if (transferClientForm.controls.destinationOfficeId.hasError('required')) { {{ 'labels.inputs.Office' | translate }} {{ 'labels.commons.is' | translate }} {{ 'labels.commons.required' | translate }} }
{{ 'labels.inputs.Transfer Date' | translate }} @if (transferClientForm.controls.transferDate.hasError('required')) { {{ 'labels.inputs.Transfer Date' | translate }} {{ 'labels.commons.is' | translate }} {{ 'labels.commons.required' | translate }} }
{{ 'labels.inputs.Note' | translate }}
The transfer is created as proposed until the destination office accepts it. Until then it can be withdrawn from the client's Actions → Undo Transfer menu.