You frequently ask us to transfer a customer from your office from software platform X to software platform Y - this is called a platform transfer. This is called a 'platform transfer'.
Good news! Starting today, you can make this request via MyCodaBox. You don't need to contact us by e-mail anymore for this.
How it works?
It's very simple: access your customer's current MyCodaBox platform, display the customer's details and save your customer's transfer request to another software platform.
Your request will be received at CodaBox and will be processed by our Support team.
Read all about it in detail in our article: How to request a platform transfer via MyCodaBox