How to Change Applicant & Location on a Record Page

Please note: Both System Administrators and Record Administrators have the ability to change both the applicant and location associated with a Record.

To get started: Go the Record page and click on Submission Received.

To change the location: Hover over the address and click on the Pencil icon that appears.  Type in the new address and select it from the drop down menu that appears. 

 

To change the applicant: Hover over the applicant's name and click on the Pencil icon that appears.  Type in the new applicant's name and select them from the drop down menu that appears.  Please note: They must be registered in order to select them.

Have more questions? Submit a request

Comments

Powered by Zendesk