Transferring a contact to another branch

In Alto, you can very easily transfer the responsibility/ownership of a contact from one branch office to another.

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1.  Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Transfer to another Branch
  5. In the Branch dropdown menu, click the branch office that the contact is being moved to
  6. Type in any relevant Notes
  7. Click OK
  8. Click Yes to confirm

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