Add Office
To add an office, click on the Add New Office button. Enter in the information for the co-operator in the designated fields. The fields in red are required.
Once you've provided all of the information, click the Save button. If you wish to undo your unsaved changes, click Reset. To leave the page, click Cancel.
Edit Office
Click the pencil symbol under “Action”
View Office Details
Click the more options (vertical three dots) symbol under “Action”
View Office Audit Log
Click the notepad symbol under “Action”
Manage Market
This tab is dedicated to the markets where market information is collected. Use this tab to edit, add, and delete these markets. You can also search this tab for a key word or name to show what you're looking for.
For more information, click the links below.
Delete Market
Click trash can symbol under “Action”
Add A New Market
Click here to add a new market. The information fields outlined in red are required information and without it, you can not create a new market. Please provide as many details as possible. Once saved, you are able to return to this market to change or add any information.
Edit Market
Click the pencil symbol under “Action”.
View Market Details
You can view details about the market like cooperators, market, market type, AMS Office, and users by clicking the icon with three stacked dots.
Here you can also add a cooperator to the contact by clicking the + sign at the top of the Cooperator field. You may search for an existing contact or you may add a new one.
View Market Audit Log
The Market Audit Log allows you to see the recent changes to the market's information. You can see who changed it, when they did it, and what they changed.
