To transfer a record on the Customer Record Selection (REC) page, the user must select the “Transfer” icon after a Customer Record (CAD) (also known as a CR) has been selected from the list. You will be directed to the CR of the retrieved Toll-Free Number (TFN) with a Transfer Customer Record pop-up window displayed. By selecting the “Cancel” button, you will be redirected to the REC page. On the Transfer Customer Record pop-up window, you should enter the Effective Date and Time and select the Transfer Portions from Source sections.
Please Note: For more information on how to transfer the CR, please click here.
The CR page will be displayed with the message, “Transfer is Pending and you must submit or save the record to complete Transfer Action” will be displayed at the top of the page.
You must update any changes (if needed) and then select the “Submit” or “Save” button. The message, “Customer Record Transferred Successfully” will be displayed at the top of the page.
Disclaimer: Any images in this article are intended to be used as a guide for educational purposes only and they may differ slightly from the Production Environment.
For more information on the REC page's fields, their descriptions, and their valid values, please click here.