OFS Pro User Guide

Representatives types

This grid shows the representatives classification responsible for each customer account. In this module users can create, edit, and delete representative types:

Representatives Types Screen

Create a New Representative Type

1. Right Click and select new.
2. Type a name for the new representative type.
3. When finished, click OK.

New Representative Type

Edit a Representative Type

1. Right click and select Edit.
2. Type a new name for the representative type.
3. When finished, click OK.

Edit screen