The information in the Summary item of the Agency is displayed in the following groups:
Agency Info Group
|Agency Name||Full name of the agency.|
|Short Name||Abbreviation or nickname for the agency.|
|Department Name||Name of the agency department.|
|Main Address||Primary address for the agency's location.|
|Reference ID||Identification number used to catalog the agency.|
|Status||Indicates the degree of activity for the agency.|
|FEIN||The agency's Federal Employment Identification Number.|
Insert text into the field and press Tab on the keyboard to save the note.
The shortcut group contains popular options available from the Actions menu. Right-click on a button to select a new option from the Actions menu.
Billing Profile Group
|Branch Name||Name of a specific branch within the agency. e.g. - Agency West and Agency East|
|Account Manager||The account manager responsible for servicing the agency.|
Contact Method Group
This group displays all active methods to get in touch with the agency.