Learn how to modify a SWP request
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 Plans.
From there, you can select Manage Plans and proceed to specify the details of the request via the right sidebar pop-up.
Step 1:
- The first property you will be asked to specify is the Request Type.
- Select SWP
Step 2:
- Select the SWP that you would like to modify.
Step 3:
Under booking details switch on the modify slider for the item you want to change. You will be prompted to specify:
- Banking Details
- Amount
- Frequency
- Start Date
Please Note: The start date for a modified SWP cannot be less than 14 calendar days in advance.
- Click Submit once the information is added. You can now track your ticket.
Service Standard
Managing SWP requests are generally completed in 3 business days