Agents

Agents: It is a tab used to capture and manage the details of persons or organizations which help the business in recruiting new customers, for example retailers.

Have a look at the demo on the right side for further illustration

REGISTERING AN AGENT

Figure 2.1.1 Adding a new Agent

Figure 2.1.2 Viewing a list of Agents.

Figure 2.1.3 Managing an Agent.

ADDING A NEW AGENT

Adding a new Agent

• You can add a new Agent by clicking on the new button on the toolbar
• On click a new blank row is added as shown in Figure 2.1.1
• Double click on each field to enter the data and hit the enter button on your keyboard to save the data after each field.

Viewing registered agents

• You can view all registered agents by clicking the 'agents ' option on the rightside menu so that a list appears as shown in Figure 2.1.2
• You can use the search box to filter a agent by name.

Searching an agent

• You can search an agent based on the agent name.

AGENT MANAGEMENT STEPS




Editing or Deleting an agent



• Double click on the row/field of a row to edit as shown in Figure 2.1.3
• Edit /change the field values that you wish to and click on save
  To Delete click on the 'Delete' button at the bottom of the form.
• Upon clicking the 'Delete' button a confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.

Printing a list of agents

• View all the agents by clicking on the Agents tab on the rightside menu.
• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document