Update Agency Contact Details
This file will guide you through updating your agency contact details in the system. Please note, any fields with * are mandatory fields and must be completed before you will be able to save the form. Once you have completed a mandatory field you will see this icon . We have added a checklist on the right side of each edit page in the software which will indicate the mandatory fields that need to be completed.
- Click on the Settings cog in the top right of your database to open the Setup Menu.
- Under the Company header, click on Agencies & Offices.
- You will now see your agency details in the list.
- Click on the edit pen to the right of the Agency.
- Click into the Contact Details tab on the left.
- Edit the details you wish to update. You can add more details to a field by clicking the grey plus button, and delete details by clicking on the grey cross button
- Click on the green Save Agency button on the right.