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Moving Company Addresses

You can move addresses from one company to another in Clik Cert.

First, go to Tools > Move Addresses.

clik cert tools menu, move addresses

Next, select the company you want to move the site addresses from.

You can use the filter to search for a specific company.

move addresses, filter

Click the ‘Next’ button at the bottom right to continue to the next page.

Select the site addresses you would like to move.

select addresses

Now we’ve selected the company you want to move the sites to and then click ‘Next‘.

Then select the destination company, where the sites are going to move to.

The next window is the review stage. Here we can see the source company (where the sites are coming from), the destination company and the sites that are moving to.

move addresses, review

If you need to change the addresses selected, simply press the back button to get to the stage you need to make the changes on.

If you are happy with the review, then click ‘Next’.

Now we have completed the process and the last screen will confirm the site moves for you.

move address successful

Now you have moved sites over to a different company.

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Clik Cert

Address Book

Address Book Overview [Video]
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Clik Cert

Address Book

Importing Customer CSVs

Address Book

  • Address Book Overview [Video]
  • Deleting Equipment and Appliances From Sites
  • Deleting Multiple Addresses
  • Importing Customer CSVs
  • Moving Company Addresses
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