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Internal: GoSystem name, address, and contact role changes

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Changes to name, address, or contact role are made to the firm's SalesForce.com (SFDC) record.  These changes are made by WSS Order Processing.  The required form and information will depend on the type of request.  For good record keeping, EMS should also be updated when possible, see Records Management Guidelines and Procedures.

Firm Name Changes

Address Changes

Generating the CIF in SFDC

  1. Launch SFDC and enter the account number into the search field
  2. Select the desired account from the list
  3. Scroll down the account page to the heading Description and click Generate CIF
  4. Email a .pdf copy of this form to the external user

Note: Changes to the listed information should be written in and returned to WSS Order Processing via email. The Bill-To, Ship-To, and Payer contact role can be a specific contact or the name of the firm.

Role Changes

Within GoSystem, multiple contact roles can exist.  They include the RS Administrator, Billing, and Shipping contacts.  Any changes to contact roles must be made using the CIF.  Special consideration needs to be given to changes to the RS Administrator role, see below.