Order Information > Move Information > New Section > Agents tile
Order Information > Move Information > Agents section
There are two ways to add an Agent to a transaction and each is detailed following this list:
•When this is the first Agent to be added to the order, use Order Information > Move Information > New Section.
•When on Agent is already on the order and another one needs to be added, use Order Information > Move Information > Agents.
To add the first Agent:
To add the first Agent, go to Order Information > Move Information > New Section and choose the AGENTS tile. (See MSWeb New Section for details, if needed.)
Figure 26: Agents Tile found within Move Information > New Section
Choose an agent type from the Agents screen.
Figure 27: Agents Screen
Use the dropdown selector to scroll through the Agents and
click on the one you choose. For more information on the chosen Agent, click the
Information 
icon. When an Agent is
chosen, their address, Contact, and Phone Number auto-populate. Click
Save.
Figure 28: Agent Information Selector
To sort the Agents to allow for a more accurate Agent
selection, click the ellipses 
. On the Find Agent card,
searches are available for each of columns. Enter any information or partial information
to show only those Agents meeting that criterion. Multiple sorts are possible,
as shown below. Choose and click on the Agent and it will populate the Agent
card. Click Save.
Figure 29: Find Agent Sort example
To Add Agent when an Agent is already assigned to the order, go to Order Story > Move Information > Agents. Since there is an agent assigned, the Agents tile will not be available under NEW SECTION. It has its own card under AGENTS. Simply click Add Agent and follow the above instructions for the remainder of the steps.
Figure 30: Add Agent
If you would like to change the Agent, click the Agent field to reveal the edit icon and click the field. A dropdown selector appears and scroll to find the new agent. Click the green check to save.
Figure 31: Changing the Agent
NOTE: For details on all the fields, see Agents. “Agents” has an image that refers to the desktop application of MoversSuite; however, the field functions are the same and still apply to the same fields within MSWeb.
RELATED INFORMATION