Agent Function - View Scenarios

Scenario 1: View Agents and Details

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

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