Agents

To access agent information, at Home Base click Clients & Files. From the dropdown menu above the list, select Agents.

Agents are listed by Agent ID, Name, and Street. Scroll through the list to select the desired agent, or type the first few letters of the agent Code in the field below the list to jump to the closest match. (For more information on customising and navigating this list, see List Management.)

The sidebar on the right portion of the screen contains an information summary for the selected agent. The agent name, address, business and mobile phone numbers, fax number, email address, and any miscellaneous notes display in this summary.

To view the detail screen for the selected agent, click Detail.

Click Options to access the following workflows:

• File Detail
• Archives
• Activate/Inactivate File
• Links
• Listings Menu
• • Activity
  • Memo
  • Contacts
  • Note
  • Transaction
  • Attachment
• Commission Defaults
• Call History
• Find First Open Item
• Print a Barcode
• Journal Entry
• • Writeoffs
  • J/E Between Items
  • Apply Debits to Credits
  • Reverse CRI DBI
• Create Label
• Email Search
• Name Search
• Invoice Search

Click Cancel to return to Home Base.