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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