How to move/merge a package to a different user
First, make sure the current recurring fee for the package is not under a Paypal subscription. If it is, make sure to cancel the Paypal subscription before continue.
If you are using Clientexec 5.9.0 or higher, it now has the ability to merge packages using a multi-select dropdown in the merge section to select the packages you want to move to the other account.
Go to the client profile that has the package.
Go to his/her Packages tab and take note of the id of the package you want to move.
Go back to the Contact tab.
Go to the bottom of the profile and there must be an orange button labeled Merge . Click on it.
There fill the field Destination Client ID . Enter there the ID of the new user that will have the package.
Go to the Merge Packages field and select there the package you want to move. You can review it has the id you took note on step 2).
Make sure to uncheck the Merge All Data field. If you miss this step, you will end merging all the client data.
Do not select or fill any other field there.
Press Merge Button.
If you have a lower version of Clientexec, then use queries like these ones to change the package owner and the recurring fee owner:
Replace new_customer_id with the id of the new customer.
Replace old_customer_id with the id of the old customer.
Replace package_id with the id of the package you are modifying.
If you are using Clientexec 5.9.0 or higher, it now has the ability to merge packages using a multi-select dropdown in the merge section to select the packages you want to move to the other account.
Go to the client profile that has the package.
Go to his/her Packages tab and take note of the id of the package you want to move.
Go back to the Contact tab.
Go to the bottom of the profile and there must be an orange button labeled Merge . Click on it.
There fill the field Destination Client ID . Enter there the ID of the new user that will have the package.
Go to the Merge Packages field and select there the package you want to move. You can review it has the id you took note on step 2).
Make sure to uncheck the Merge All Data field. If you miss this step, you will end merging all the client data.
Do not select or fill any other field there.
Press Merge Button.
If you have a lower version of Clientexec, then use queries like these ones to change the package owner and the recurring fee owner:
UPDATE `domains` SET `CustomerID` = new_customer_id WHERE `CustomerID` = old_customer_id AND `id` = package_id;
UPDATE `recurringfee` SET `customerid` = new_customer_id WHERE `customerid` = old_customer_id AND `appliestoid` = package_id;Replace new_customer_id with the id of the new customer.
Replace old_customer_id with the id of the old customer.
Replace package_id with the id of the package you are modifying.
Updated on: 06/08/2023
Thank you!