Account Liaison/Contact Modification Form | Adelman Travel

Copy of CAF 2022 (1)

This form is used to modify existing accounts and is to be completed by the Client Success Manager.

General Account Information
Today's Date*
MM slash DD slash YYYY
Account Name*
Go Live Date*
MM slash DD slash YYYY
Client Success Manager*
First Last
Client Success Manager Email*
Operations (Select One)*

Agency Details*

PCC	IATA #	BRANCH #	DK #	1st Level Star

Update Star?*
- Yes
- No
Account Contact Information Changes or Updates
**CSM/CSA please update Salesforce to add new contacts and to remove click the “Inactive” box for that contact. **Be sure to click the Fraud Contact box for new liaisons as needed.
Liaison/Contact Name
First Last
Email
Phone
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Other Contacts

Backup Liaison

Name	Title	Email	Phone

Remove Contacts (Email Address) - Optional
Name Email
Remove Contacts (Email Address) - Optional
Name Email

CEO

Name	Title	Email	Phone

Accounting Contact

Name	Title	Email	Phone

IT Contact

Name	Title	Email	Phone

Billing Contact

Name	Title	Email	Phone

Billing Contact Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Comments
This field is for validation purposes and should be left unchanged.

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