Replace Account Manager. Complete Computer Solutions Representative Payee Manager

RPM User Guide

Replace Account Manager

Select Replace Account Manager from the Utilities, Client menu to open the Replace Account Manager screen.

This screen is used to replace account managers assigned to clients. This can be used, for example, if an account manager leaves and you want to assign that account manager's clients to a new account manager. Select the old and new account manager names and click Replace to update the client account manager assignments.

74