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

ClosedFields

Code

The agency identification code. Click to view or edit details for a credit or insurance agency.

Agency Name

The agency name associated with the agency code.

Add Agency

Click to add a new agency code.

Cancel

Click to exit without saving changes.

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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