Change an Address Set for a Record

Change an Address Set for a Record

1. Navigate to the record of the client you wish to move. Once there, click on the “Record” option in the top left of the screen and then on “Move Record”

1. In the new window that appears, set the address set you are moving the record from in the top box and the address set it is moving into, in the lower box
   

1. Ensure that “Current Record” is selected in the top right of the window before clicking “OK”. This will make sure that only the selected record is moved to the destination address set.