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Transferring Contacts

To transfer contacts from one distributor to another login in as Admin on your INS site.

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Click Omsys Admin in the left hand menu.

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Click the Distributor link to take you to search for a particular distributor.

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You can do a search using the fields available or you could leave them blank and click search to return all your distributors.

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Click the corresponding ID Number to the distributor you would like to transfer contacts from which will bring you to the User Maintenance Screen

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Click Transfer Contacts to bring you to the Contacts Listing page

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Use the transfer link to transfer that particular contact to whoever you want on the next page.

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Type in the Distributor you would like to transfer the contact to and press search

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Make sure you select the check box before you hit transfer.

Once the page has loaded, it will automatically close and that contact has been successfully transferred.


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