Assign Requests

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This article will show you how to change who a request or multiple requests are assigned to.

Important Notes

  • Owners/Managers who are reassigning a request to an internal personnel member should be sure to acknowledge the request before assignment.

  • Internal personnel may easily reassign the request back to the Owner/Manager when the work is completed and/or if it Needs Review. When the Owner/Manager receives this notification, the request can then be reassigned back to the internal personnel (if more work is needed) or closed if the request has been resolved.

Instructions

  1. Sign in to your site

  2. Navigate to the Requests tabThe CRM home page, with the Requests Tab highlighted.

  3. Check the requests you wish to modifyThe checkboxes for selecting requests on the home screen are highlighted.

  4. Click Assign at the topThe Requests screen with a request selected and the Assign button highlighted.

  5. Select the assignee from the drop-downThe Assign Request pop-up window with the Assignee drop-down field highlighted.

  6. Choose to send a Public or Internal NotificationThe Assign Request pop-up window with the Public Notification or Internal Notification radio buttons highlighted.

  7. Click UpdateThe Assign Request pop-up box with the Update button highlighted.

  8. An email will be sent out with a re-assignment request, and the request will be reassigned