Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Added

Ui button
colorgreen
sizelarge
titleGo to Info for the US Providers
urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/2372469380/Manage+Clients+and+Client+Requirements


By keeping this requirement up to date you ensure your client knows the appropriate contact(s) within your organization.

Note

Before completing this requirement you must first add all applicable contacts to the contacts section of your Fixxbook Profile.

You can add or remove an assigned contact at any point, but to edit a contact you must do so in the contacts section of your Fixxbook Profile.

Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Add An Assigned Contact
  1. From the top navigation bar, click Clients. The Clients page appears.
  2. Click Continue next to the desired client. The Clients page for the applicable client appears.
  3. In the left navigation bar, click Client Contacts. The Client Contact page appears.
  4. From the General Contacts list, click the desired contact. The contact is moved to the Assigned contacts list.


Panel
bgColor#F9F9F9
titleColor#0e3367
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Delete An Assigned Contact
  1. From the top navigation bar, click Clients. The Clients page appears.
  2. Click Continue next to the desired client. The Clients page for the applicable client appears.
  3. In the left navigation bar, click Client Contacts. The Client Contact page appears.
  4. In the Assigned contacts list, hover on the desired contact. A trash can appears.
  5. Click the trash can for the desired contact. The contact is moved to the General contacts list.


Live Search
spaceKeySCUCP
additionalnone
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffff
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel = "workorders" and space = currentSpace ( )