Change Group Wizard

You use the Change Group Wizard to update various group attributes. You can reassign an account, an event coordinator, a group type, a payment type, a pricing plan, a sales category, or a salesperson.

The following procedure is written from the perspective of changing an account. You can follow this procedure to change any of the allowed properties for your group records.

Update group attributes using the Change Group Wizard:

1. On the EMS menu bar, click System Administration > Tools > Change Group Wizard.

   The Change Group Wizard opens.

2. Select Account (the property to change), and then click Next.

3. Select the account that you want to change.

   The Change Group Wizard updates with information that indicates the number of groups that use the account that you are changing.

4. Click Next.

   The Change Group Wizard prompts you to select an account to replace all instances of equipment charges.

5. Select an account and then click Finish.
6. A Property Changed message opens, indicating that the property was changed, and the number of groups that were affected.
7. Click OK.