At times, you may have a need to reassign a case contact, for example if an unknown contact or bucket contact was created but then the correct employee/student was later identified, or if the wrong person was added as a case contact and needs to be updated.

To reassign a case contact,

Reassign a Case Contact

• To reassign a case contact, start by navigating to your case and finding the contact to be reassigned. Click on the Case Contact record

• This brings you to the Case Contact page. In the upper-right side of the page, click the Reassign button

• An overlay will allow you to search for the new Contact to replace the current one. Search for the contact and click next

• If your unit assigns a Client Status to the Case Contacts, the next screen will allow you to update that if necessary. Make any changes needed and click Next

• The next screen will allow you to confirm the changes. If the changes highlighted in red are correct, click next to complete the reassignment process

• You will be directed to the Case Contact page. You should now see the reassigned Case Contact’s name, and the updated Client Status if that was also changed