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Editing a Reservation

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The IDI platform lets you edit the contact information for service number reservations made by contact information (see Reserving Numbers by Contact Information). In order to modify a service number reservation, Application > CostGuard Client > Inventory Management > Reservations > Edit must be enabled in your Permission Profile.

To modify the contact information for a service number reservation:

  1. In the Reservation Search Results window, right-click on the service number reservation and select Edit.

    Note

    You can only edit a service number reservation that is in-progress (status is In-Progress) and not assigned to a customer (Account Number is blank).

    This displays the Edit Reservation window.

    EditSNReservation

  2. Edit the Reservation information as described below:

    Reservation ID

    System-generated ID assigned to this reservation.

    Reservation Date

    Date the reservation was created.

    Final Exp. Date

    Date this reservation is scheduled to expire.

    First / Last Name

    First and last name of the contact assigned to this reservation.

    Company Name

    Contact's company name.

    Street 1

    Contact's street address.

    Street 2

    Contact's additional street address information.

    City / State / Zip

    Contact's city, state, and zip code.

    Country

    Contact's country.

    Phone Number

    Contact's phone number.

    E-mail

    Contact's email address.

  3. Click Save. This updates the Reservation Search Results window with the change you just made.