Agent Details Report Columns
Columns Explanation Agent Code Agent’s Code entered in the system. Agent Name Agent’s Name entered in the system. Agent Type It is a user code dropdown field.… Read More »Agent Details Report Columns
education agent tracking
Agent Details Report Filters
Listed below are the filters and their explanation for the Attendance Hours Report. General Filters Explanations Print This label has three Radio Buttons: Show All:… Read More »Agent Details Report Filters
Agent Transactions
Finance > Agent Transactions The Agent Transaction screen allows you to manage and track all financial activities related to agents. From this screen, you can… Read More »Agent Transactions
Agent Contracts Expiring (next 30 days)
Main Dashboard > Alerts – CRICOS Tile > Agent contracts expiring (next 30 days Overview: The Agent Contracts Expiring (next 30 days Tile and the… Read More »Agent Contracts Expiring (next 30 days)
Agent
Marketing > Agent Overview This is the Agent Welcome screen, which will show you the list of Agents in the grid that are Active in… Read More »Agent