Editing the Assignment
The Edit - Assignment page looks like the Add - Assignment page with fields pre-populated and allows you to edit the same fields.
To get to the Edit - Assignment page, do one of the following:
- Go to the Assignment Profile and click the Edit button.
- Go to the Info tab at the bottom of the Assignment Profile, open the calls/tasks child form or the customers child form, and click the Edit icon beside the record.
- Go to the Info tab at the bottom of the Assignment Profile, click the Add button on the calls/tasks child form or the customers child form.
For a field-by-field description of the Edit - Assignment page, see Add Assignment (Individual).
Assignment Profile page with Edit button highlighted
Changing the Assignee
To Change the Assignee:
- Click the Edit button on the Assignment Profile page.
- The Edit - Assignment window displays
- Select a different individual from the assigned to drop-down list.
- Click Save.
- The new assignee's name displays in the assigned to field of the profile.
Changing the Assignee