How to Create, Edit and Delete Agent

Modified on Thu, Jan 12, 2023 at 5:20 PM

How to Create, Edit and Delete Agent



Agent is a form where you can maintain the Sales Person, a person whose job is to sell products and services in the company. This function is useful for generating various reports related to Accounts Receivable.




How to Create Agent 


1. Go to the Navigation pane > Customer > Agents

2. In Agents list view, click New

3. Supply the fields with data;

  • Agent #: This is a compulsory field with maximum of 20 alphanumeric length
  • Name: This is a compulsory field which you need to indicate the name of the Agent 
  • Date Joined and Left (Optional)
  • Active: This is a function to set if an Area is still used. If an Area will not be used anymore, disable the toggle to make as Inactive.
  • IC No. and EPF (Optional)
  • Gender (Optional)
  • SOCSO (Optional)
  • Mobile (Optional)
  • Tax File (Optional)
  • Email Address (Optional)
  • Salary (Optional)
  • Default Team (Optional)
  • Default Team (Optional)
  • Remarks (Optional)

4. Once done, click Save or Save and Close.

How to Edit Agent 


1. In Agent list view, double click the Agent.

2. Then Supply the Fields that needs to be edited. Once done, click Save or Save and Close.

How to Delete Agent 


1. In Agent List View, right click Agent then click Delete

2. When the confirmation message prompted, click Yes


Agent is now available for selection in Customer Maintenance and AR-Related Transaction Forms.

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link

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