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urlhttps://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/619184342/Managing+Clients+and+Client+Requirements


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

Adding an Assigned Contact

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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.

Deleting an Assigned Contact

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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.


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