Reassign Manager or Coordinator

This functionality allows users with the correct security permissions to reassign managers and coordinators assigned to clients from the search screen.

The manager/coordinator who is being assigned to the client must already be in the system and assigned the position of manager/coordinator.

1. Click Reassign Manager/Coordinator.
2. Chose the method of reassigning.
3. Select what will be Reassigned: Select the zip code from the Select Zip, the current manager from the Select Current Manager and the new manager from the Change Manager To dropdown fields. 4. Click Save.

• Zendesk Designer.5.log-1117815581.zip10 KB