Submitting a Change Request

Contact information will change. To maintain data accuracy, when key or highly managed Contact information changes, you can submit a Change Request to your firm's Data Steward for review and approval. For example, you may want to complete a Change Request when a key Contact moves to another firm.

To Submit a Change Request:

1. Click on the Global Add button .

2. Select Add Change Request. An Add Change request form will display.

3. Complete the form:

1. Find Contact: Begin typing the Contact's last name and select the Contact name from the list.

2. Select information to change: From the list, select the appropriate reason for the change:

• Possible duplicate Contacts
• Contact works for another company
• Contact needs more information
• Check for accuracy
• Delete Contact
• Security Alert
• Other
3. Description: Enter a description for the Change Request. You are limited to 1,500 characters.
4. Save your changes. The Change Request will be sent to Data Steward for review.