Add Agent Contact (Administration)

MoversSuite Administration > Agents > choose Agent

 

The Add Agent Contact screen appears after choosing Click here to add a new Agent Contact from an Agent’s profile (XX).  Use this screen to add a new contact to this Agent profile through Agent Setup. The contacts associated to the agent record with an email address specified list as contacts through the email option.

 

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Figure 3: Click to access Add Agent Contact screen

 

This is the Add Agent Contact screen.

 

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Figure 4: Add Agent Contact screen

 

 

Technical Field Information

 

The following table describes the fields available within this setup:

 

 

Field

Description

Contact

Enter the name of the contact (up to 30 characters). The name entered here appears when listing email recipients through the Agents tab.

Title

Provide the title of the contact at the agency (up to 50 characters).

Phone Number

Enter the phone number and extension for the agent contact (up to 10 characters).

 

Press the phone button to utilize the Phone Number Entry dialog.

 

Email

Enter the email address for the contact (up to 120 characters). The email address is the recipient when the email function evokes through the Agents tab.

Primary

Check this flag for the contact you wish to appear atop the list when choosing an email contact through the Agents tab.

 

 

RELATED TOPICS:

Agent Setup

Agents