Using the Change Form Tab to Manage Directory Updates

The Change Form tab enables you to report a change to the information in a directory record. This feature is useful if an operator notices directory information that is incorrect or has changed.

The first and last name for the record being changed must be entered in the form, which is used to identify the record that should be changed. Any other updated information can be entered in the fields provided.

Private phone numbers can be updated in the Change Form: home number, cell number, and a private office number. Note that phone numbers of these types cannot be viewed from Smart Web.

After the changes have been entered in the form, the change request is emailed to the person managing database changes for your organization. The email address to which the request is sent is configured by your system administrator.

The data can then be manually updated in the Smart Center database, using the process defined for your organization. Note that the database is not automatically updated.

1.  Click the Change Form tab. The Change Form screen displays. Note that entries in the First Name and Last Name fields are required.

 

 

2.  In the First Name and Last Name fields, enter the first and last name in the record that you want to change. The name is used to identify the record.

3.  Enter any other changes needed for the record in the available fields. Note that the private phone number types marked by an asterisk in the form cannot be viewed from Smart Web.

4.  If you want to clear the fields in the form and make new entries, click the Clear button.

5.  When changes are complete, click the Send Mail button. An email is sent to the email address configured in your system. A confirmation dialog displays.

 

 

6.  Click the OK button to close the dialog.