Redesignate a Person as the Caller or Reporter

1. On the Detail Intake window, select (highlight) the Organization within the Organizations group box whose role you wish to redesignate.
2. Select the Actions menu.

3. Select Update Organization Role.

   Result:  The Select Organization Role dialog box displays with the previously designated role in its respective field.

4. Select the Organization Role from the drop-down list box.

5. Select the OK  push button.

   Result:  The Detail Intake window displays.  The Organization Name and Role displays in the Organizations group box.

6. Repeat steps 1 - 5 for each Organization whose role you wish to redesignate.

7. Select the Save icon.

   Result:  The Organization role(s) you changed are added to the Intake.

(07-2011)