To Edit an Agency
  1. From the eSite menu, select Setup—Global—Credit/Insurance Agencies.
  2. From the Credit/Insurance Agencies Grid, select the agency code you want to edit.
  3. Make your desired changes on the Credit/Insurance Agency Tab.
  4. Click Save.

See Also

To Add an Agency

Credit and Insurance Agencies Overview

Credit/Insurance Agencies Grid

Credit Insurance Agency Tab

Setup Questions to Set up an Agency

 

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