Representative Types

17 views November 16, 2016 jpajaro 0

Representatives types

This tab shows the classification of representatives responsible for each  customer account In this module,  you can create, edit, and delete the representatives types:

representative types

Representatives Types Screen

Create a New Representatives Type

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

 

representatives-types-2

New Representative Type

Edit a Representative’s Type

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

 

representative type edit

Edit screen