Changing contacts for a case
Note: In a CDR Billing
environment, depending on the account type, making a different contact the responsible
account holder can also change the billing account associated with the case. If you're
using application-based accounts, changing the responsible account holder will change
the contact information on the associated account
- Look up the case whose contact information you want to change.
- Select the correct case in the lookup results grid, or open the case in the InfoViewer.
- Click Change Contacts. and select
- To add a contact, click above the grid. Then specify the contact information and click
- To edit an existing contact, enable editing in the grid and change the contact information as required.
- To remove a contact from the case, delete the contact from the grid.
- Click .