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Transferring a Subscription

In some cases, it may be necessary to transfer a subscription from one person to another (for example, if a subscription applies to a company and the current recipient leaves that company). Follow these steps:

  1. Open the Subscriptions record that was created automatically during order entry.

    Subscription Record

  2. Edit the Subscriber field to reflect the new subscriber.
  3. Edit the Subscriber Company, if applicable.
  4. Edit the Recipient field to reflect the new recipient.
  5. Save the Subscriptions record.

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