Submit a request to Change Delivery Method
First, find the client's CRM Contact Record page by searching contact name in the search bar.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Document Delivery and proceed to specify the details of the request via the right sidebar pop-up.
Step 1:
- Select Change Delivery Method
Step 2:
- Select a Root/ account, where you would like the updated statement delivery method changed
Step 3:
- Use the toggles to make changes to the delivery method of each of the available documents.
- Select Submit. Now you can track your ticket.