Credit/Insurance Agencies Grid

Make the following selections from the eSite menu to display this grid:

Setup—Global—Credit/Insurance Agencies

Use this tab to set up and manage credit and insurance agencies.

Note Note

Filter button in column headers allow you to change what appears in the grid.

See Also

To Add an Agency

To Edit an Agency

Credit and Insurance Agencies Overview

Credit Insurance Agency Tab

Setup Questions to Set up an Agency

 

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