Agencies › Edit Agency Records

Edit Agency Records

To edit an agency record

1. Open the agency record.

   The Agency: Properties page appears.

2. Edit the following fields:

   Agency Name

   Defines the agency's name.

   Agency ID

   Defines the agency's unique identifier.

   Address 1

   Defines the first line of the agency's address.

   Address 2

   Defines the second line of the agency's address.

   City

   Defines the agency's city location.

   State

   Defines the agency's state location.

   Postal Code

   Defines the agency's postal code.

   Country

   Defines the agency's country location.

   Phone

   Defines the agency's phone number.

   Fax

   Defines the agency's fax number.

   Primary Contact

   Defines the agency's primary contact name.

   Primary Contact Phone

   Defines the agency's primary contact phone number.

   Primary Contact Email

   Defines the agency's primary contact email address.

   Secondary Contact

   Defines the agency's secondary contact name.

   Secondary Contact Phone

   Defines the agency's secondary contact phone number.

   Secondary Contact Email

   Defines the agency's secondary contact email address.

   Active

   Defines whether this agency can be associated with a contract. You can only associate active agencies to contracts.

   Default: Selected

3. Click Submit.

   Your changes are saved.

More information:

Create Agency Records

View a List of and Open Agency Records

Activate Agency Records

Deactivate Agency Records

Delete Agency Records