Agent Function - Update Scenarios

Scenario 1: Update Details of Agent

Details

Step 1

From the Tree Menu, search for the Agent function, and then click once on it.

Step 2

By default, system will display the screen with unfiltered data.

Note:

  • All the available Agent records will be listed.

  • User needs to either go through the entire list or to narrow down the list using the Agent Type, Agent Code or Agent Name search criteria field.

Step 3

Mouse over a relevant record at the <Agents Search Results> sub-panel, and click once on the Details icon.

Step 4

System will display the details at the Agent Details panel.

Step 5

Proceed to overwrite the required fields' values at the Agent Details panel.

Step 6

Mouse over a relevant record at the Settlement section. System will display the details at the Settlement Details pop-up window.

Step 7

Proceed to overwrite the required fields' values and click once on the OK button.

Step 8

Thereafter, click once on the Save button. Upon confirmation on data saving, system will capture and save the data updated.

Note: To discard all changes made, click once on the Cancel button.