You are working at the front desk and receive an email that the contact person for a specific agency has moved to a different agency. You need to link the agent contact to the new agent profile.
To link an agent contact to a different agent profile
- From the home page, click Relation in the top bar, select Agent and then Agent contacts. The seek page displays.
-
Modify the fields as appropriate.
Contact seek details Last Name
Enter the last name of the contact.
Contact Number
Enter the contact profile number.
Parent Relation
Enter the parent agent.
Zipcode
Enter the postal code.
Street1
Enter the address.
City
Enter the city of the contact.
Country
Enter the country of the agent contact.
Phone
Enter the phone number.
Email
Enter the email.
Date birth
Enter the date of birth of the agent contact.
-
Click Confirm (
). The Browse contacts page displays. - Do one of the following to display the agent contact profile.
Select the appropriate contact and click Confirm (
).Double-click the appropriate contact.
-
Click the Agent (
) icon, to open the Browse agents window to search for a new agency. - Do one of the following to link the agency to the new contact:
Select the appropriate agency and click Confirm (
).Double-click the appropriate agency.
Overview agent relation profile