Edit Appeal Designations

From the General tab of an appeal record, you can add and manage the designations the appeal supports. You can also select the default designation for the appeal.

1. Open the record of the appeal with the designations to edit. For information about how to open an appeal record, see Search for an appeal.

2. On the General tab, select Edit designations. The Edit designations screen appears.

3. Under Designation, search for and select the designations associated with the appeal.

4. Under Default designation, select the checkbox for the designation to be the default for the appeal.

   Tip: To save time when users add revenue transactions associated with the appeal, we recommend you select a default designation. When users add a revenue transaction and select the appeal, the default designation automatically appears.

5. Select Save. You return to the appeal record.