Account data transfer to another account
Easier and faster way to copy and paste company settings over to new account associated with main company.
2
votes
AdminAna Arriaga
(Admin, Enphase Energy )
shared this idea
-
Kyle Moore
commented
Ability to transfer over all company settings from parent company over to the dealer companies. Including document templates. And a project city placeholder in the document templates as well.
-
Kevin Cesare
commented
Have the ability to copy and paste all account aspects to another account. Meaning if we expand to a new territory, we want to quickly and easily transfer all account settings to new territory account.