COM44052 - Case records: agents: more than one agent acting for a company (Action Guide)
To set up and maintain an additional agent on a company record, consider steps 1 - 6 below. The guide is presented as follows.
| Action | Steps |
|---|---|
| Set up an additional agent on a company record | Steps 1 - 3 |
| Correcting a period of responsibility | Steps 4 - 6 |
Set up an additional agent on a company record
1. Use function AMAG (Add/Amend Agent) to view details of the agent currently acting for the company. To keep this agent and add a second one, choose the 바카라 사이트˜Keep this agent and add a new agent바카라 사이트™ option from the 바카라 사이트˜cease/add agent바카라 사이트™ drop down list then select the [OK] button.
2. On the update screen TXP002J, enter the new agent details, select the [P of R] button and select the [OK] button. If you do not know the agent ID, use function TRAG (Trace Agent) to find it.
3. In the dialog box enter the start and end of the period for which the new agent is responsible, then select the [OK] button. The period of responsibility must relate to one or more specific APs on the company바카라 사이트™s record.
Correcting a period of responsibility
4. Where a start date has been entered in error or is incorrect, make a note of the agent ID, 64-8 details and any client reference set on the company record.
5. Use function AMAG (Add/Amend Agent). In the 바카라 사이트˜cease/add agent바카라 사이트™ field, choose the 바카라 사이트˜cease this agent and add a new agent바카라 사이트™ option and select [OK].
6. The incorrect agent information shows as ceased and you are presented with a blank screen to re-enter the agent ID and the correct period of responsibility.