To update the details of a contact in an ASB case

The procedure to update the details of a contact in an ASB case is as follows:

1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
3. Click on Contacts. The Contacts tab is activated, revealing a list of all contacts and contact groups associated with the ASB case in the Case Contacts summary table.
4. Double-click on a row containing the desired contact or contact group to be updated. The Update ASB Case Contact window is displayed.
5. Amend the Effective from date for this contact (or contact group), as required i.e. the date on which their link to the ASB case became active 2.
6. Amend the Effective to date to automatically deallocate the assigned contact (or contact group) on a specific date in the future; a blank field means the link to the ASB case will be continually valid.
7. Click on Save. The applied changes are reflected in the Case Contacts summary table.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

ASB contact management overview

To add a new contact to an ASB case

Using the search facility