Transferring contacts to another branch or negotiator

Contacts in Alto are associated with both a branch office and a negotiator.

Depending on your requirements, you may need to transfer a contact to another branch or reassign the contact to a different negotiator within the same branch.

Contacts can be transferred between branches directly from the contact record. However, reassigning contacts to another negotiator must currently be done on an individual record basis.

Transferring contacts to another branch

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

1. Click Contacts on the main navigation bar
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

Transferring contacts to another negotiator

Reassigning contacts to another negotiator within the same branch must currently be done on an individual contact record basis. There is no bulk option available to transfer multiple contacts to another negotiator.

To update the negotiator responsible for a contact:

1. Click Contacts on the main navigation bar
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 Contact on the side menu
4. Use the Negotiator dropdown to select a different negotiator as required
5. Click Save

If you need to update a large number of contacts, it may be quicker to use the required group type and Create shared contact, property and tenancy groups in combination with the Step-Through records functionality to move through records more efficiently.