Transfer Documents version: 4.61
Transfer Documents
Version 4.61
Released 11 May 2009
Transfer an enquiry or registration from one course to another
Sales Agent Course Administrator

This feature lets you transfer a customer between courses - for example when they choose to purchase a different course, or when they are unable to attend a particular date This release includes:

New link on document page to transfer page New transfer page that lets you search for the course they will transfer to and then complete the transfer

Easily facilitate a common customer interaction