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Branch
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- Last edited 3 years ago by Gelo
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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. | ||
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Editing Branch
File:Editing Branch.png
Editing Branch
Branch Record Options
Branch View Record
Assign Users to Branch
File:Branch Assign Users.png
Branch Assign Users