Representatives

26 views April 17, 2017 jpajaro 0

Representatives

This tab shows the representatives of each of the customer accounts. In this module,  you can create, edit, and delete representatives:

representatives

Representatives Screen

Create a New Representative

  1. Right click and select new.
  2. Fill in all the required fields in yellow and click the OK button.

 

representatives-02

New Representative Screen

Edit a Representative

  1. Right click and select edit.
  2. Edit any fields in yellow and click the OK button.

representative edit screen

Edit screen