Updating a client interaction : Helpdesk

Updating a client interaction Print

Modified on: Wed, 18 Apr, 2018 at 4:27 PM

To update a client interaction, open the sub-page that shows a list of all client interactions.

If the workflow is assigned to you, the button to edit it will appear. Clicking this will open the form.

If the workflow is not assigned to you, a user with the Client manager role can re-assign it. See the screenshot below for details.

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