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Help > Module 3: Certification Fundamentals > Certification Action > Client Category Change
Client Category Change

1.  On the Cert Action page select the client for the category change from the active record. See Module 3: Figure 30 below.

Module 3: Figure 30: Certification Action-Client Category Change

 

2.  Click the Category Change button, the change category window displays. See Module 3: Figure 39 below.

 

 

3.  Select the category for the client From the To drop-down list.

4.  Click OK.

5.  Click Save on the Cert Action page to save the category change. See Module 3: Figure 31 below.

 

Module 3: Figure 31: Certification Action-Saving Client Category Change