Agency Contact

Overview

Updated 07/07/2021

 

The Contact item of the Agency section records information about the staff working at the agency.

The Contact pane displays the following information regarding the contact:

Field	Description
Salutation	Formal greeting for the contact.
Full Name	Name of the contact.
Title	Position held by the contact.
Status	Indicates if the contact is currently active.
Branch	Branch associated with the agency to which the contact is attached.
View	The "jump" button here will navigate you to the Summary item of the Contact section.

Contacts can be added to the list from the New Contact option of the Actions menu or, if set up, from the New Contact button on the Shortcuts group of the Summary item.

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