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Assign or Reassign a Service Team to a Household
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Assign a Service Team to a Household Assign a Service Team With an Upload Data Set |
Once you've created a service team, you assign it to a Household.
To assign a service team to a Household, follow these steps:
On the Accounts menu, click Households.
Click the name of the Household where you want to assign the service team.
Click the Service Team menu.
In the Select a Service Team box, start typing the name of the service team you want to assign to the Household. You can only assign one service team to a Household. When you see the team in the list, click it and then click Add Service Team.
Click Save.
If you prefer to assign service teams through an uploaded data set, you'll want to upload the Household Information Data Set. The service team is defined in the Service Team column. An example data set is shown below:
To change the service team that's assigned to a Household, follow these steps:
On the Accounts menu, click Households.
Click the name of the Household where you want to change the assigned service team.
Click the Service Team tab.
In the Select a Service Team box, start typing the name of the service team you want to assign for the Household. When you see the team in the list, click it and then click Replace Service Team. You can only assign one service team to a Household.
Click Save.
To reassign a service team assigned to multiple households at once, you can perform a multi-edit as long as you assign the same service team to each household you select.
To reassign a service team using the multi-edit process:
On the Accounts menu, click Households.
Select the households where you want to change the service team. All Households you select will need to be assigned the same service team.
In the Actions list, click Edit.
In the list of the Service team page that displays, choose the service team you want to assign to all selected Households and then click Add Service Team. This will replace any existing service teams assigned to the selected Households.
Click Save.