Changing the owner of a contact

 

What to do when you need to change the owner for a contact in Webdadi

If you would like to change the owner of a Contact within Webdadi, you can do this easily by following the next steps:

  • Log into Webdadi
  • Select Contacts from the blue menu on the left hand side
  • Search for the contact you wish to amend.
  • Right click on the contact you wish to change the ownership of and select Contact Options.
  • Then select Change Agent.
  • Select the new owner from the drop down list and select OK.
  • This will change the owner to the new agent.
  • Once saved, when you click back into that contact and click on the Notes tab, you will see a note showing that the contact has been changed.