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Difference between revisions of "Branch"

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'''Adding Branch'''
 
'''Adding Branch'''
 
[[File:Adding Branch.png|center|thumb|604x604px|Adding Branch]]
 
[[File:Adding Branch.png|center|thumb|604x604px|Adding Branch]]
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{| class="wikitable"
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!Field
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!Description
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!Expected Values
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|-
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|1.Branch Logo
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|2.Branch Name
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|3.Branch Type
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|4.RDO Code
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|5.Line of Business
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|6.Company Tin
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'''Editing Branch'''
 
'''Editing Branch'''
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[[File:Editing Branchv2.png|center|thumb|641x641px|Editing Branch]]
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[[File:Editing Branch.png|center|thumb|857x857px|Editing Branch]]
  
  
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'''Branch Record Options'''
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'''Branch Record Options'''<br />'''Branch View Record'''
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<br />'''Branch View Record'''
 
 
[[File:Branch View Record.png|center|thumb]]
 
[[File:Branch View Record.png|center|thumb]]
  

Revision as of 11:04, 6 October 2020

Branch

This maintenance screen allows users to add and configure Branches of their firms.

Branch Record List

File:Branch Record List.png
Branch Record List


Adding Branch

File:Adding Branch.png
Adding Branch
Field Description Expected Values
1.Branch Logo
2.Branch Name
3.Branch Type
4.RDO Code
5.Line of Business
6.Company Tin
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.


Editing Branch

File:Editing Branch.png
Editing Branch


Branch Record Options
Branch View Record

File:Branch View Record.png


Assign Users to Branch

File:Branch Assign Users.png
Branch Assign Users
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