You can redirect the services assigned to the customer accounts currently displayed in the Collections Search Results form. To bulk redirect customer accounts:
Right-click anywhere in the Collections Search Results window and click Bulk Redirect Account. This displays the Bulk Redirect Customers form.
Enter the required information as described below:
Order Type
Select the appropriate type from the drop-down list.
Est. Completion
Targeted completion date for this request.
Order Attributes
Order attributes that correspond to the selected order type.
Redirect Date
Date the customers are being redirected.
Redirect Reason
Reason the customers are being redirected from the drop-down list.
Description
Enter any additional information regarding the redirection of these customers.
Note
To enter a carriage return (start a new line), hold down the Ctrl key and press Enter.
Include Future Redirected Children in the Order
Select/check this check box if you want to include child items in this order that have redirect dates that occur in the future.
Click Submit to redirect the customer accounts. This displays the Bulk Operation Status window indicating the bulk operation completed successfully.
Click OK. This creates a Redirect order for each customer account.