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Home arrow InterAction CRM Software Componentsarrow Windows Clientarrow How can a data steward make corrections in 'Data Change Inbox' Window?

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January 07, 2009, 02:52:02 am
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Author Topic: How can a data steward make corrections in 'Data Change Inbox' Window?  (Read 1565 times)
Commish
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« on: May 07, 2007, 04:10:44 pm »
Hello All!

I often find that our sales reps make BIG errors in their data entry and they end up in my Data Change Mgmt Inbox. I'd like to be able to make the simple corrections in the Inbox interface so I dont have to remember to go to the individual accounts later. How can i do this? thanks for the advice.
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admin
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« Reply #1 on: May 18, 2007, 02:17:18 pm »
Hi,

Let me see if I understand your question correctly...while using the Data Change Management inbox, you would like to reject the ticket created by your sales rep, but also pull up the contact to make further corrections?

It should be as simple as pressing the "Contact Details" button in the inbox.  For a given ticket, you can make the proper edit to the contact, and then reject the reps change.

Let me know if that is what you were looking for!

Grant
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