Assign a credit card service case
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- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- Financial Services Card Operations
Assign a credit card service case
Assign a credit card service case to yourself or to another credit card agent to start working on the case.
Before you begin
About this task
Procedure
- Navigate to .
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Click the lists icon (
).
- In the Lists tab, under Credit Card Service Cases, click All.
- In the list, click a case to open it.
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Assign the case.
- To assign the case to yourself, click Assign to me.
- To assign the case to another agent, select an agent in the Assigned to field.
Result
The case is assigned to a credit card agent. If the agent also belongs to an agent assignment group, the group's name appears in the Assignment group field.