Rejecting a Customer Service Request

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Rejecting a Customer Service Request

 

1. Select the Reject service request menu option

CSR_rejected

 

2. Customer service request screen will close, bringing you back to the Customer service request grid.

 

And if the client is a member of a region that is using the Client Notification feature, they could automatically be sent an email letting them know their service request has been rejected.

See also:

Client Notifications

 

3. Click Refresh Refresh1 on the Customer Service Requests grid to view updated status

 

4. A rejected (declined) customer service request can be accepted a later time

 

5. Only a client via WBI login can delete a declined service request

 

 

Refer to the WBI Online Help which provides detailed information on configuring clients for access via WBI.