Agencies › Edit Agency Records

Edit Agency Records

Follow these steps:

1. Open the agency record.

   The properties page appears.

2. Edit the following fields:

   Agency Name

   Defines the agency name.

   Agency ID

   Defines the agency unique identifier.

   Address 1

   Defines the first line of the agency address.

   Address 2

   Defines the second line of the agency address.

   City

   Defines the city for the location.

   State

   Defines the state for the location.

   Postal Code

   Defines the ZIP Code for the location.

   Country

   Defines the country for the location.

   Phone

   Defines the telephone number for the location.

   Fax

   Defines the facsimile number for the location.

   Primary Contact

   Defines the agency primary contact name.

   Primary Contact Phone

   Defines the agency primary contact phone number.

   Primary Contact Email

   Defines the agency primary contact email address.

   Secondary Contact

   Defines the agency secondary contact name.

   Secondary Contact Phone

   Defines the agency secondary contact phone number.

   Secondary Contact Email

   Defines the agency secondary contact email address.

   Active

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

   Default: Selected

3. Save the changes.

More information:

Create Agency Records

View a List of and Open Agency Records

Activate Agency Records

Deactivate Agency Records

Delete Agency Records