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Travel Agent Functions
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Overview

Select Find from the Masters | Agent menu or Navigation while anywhere within agent masters to open the Find Agent screen.  Enter the desired Name, Agent# or E-mail into the appropriate text box, and click the corresponding Find button.  Enter no text at all and click the corresponding Find button to display all masters by that filter.  Highlight the desired row, and click the Select button to display the selected agent in Analysis.

Start (|<), Previous (<), Next (>), and End (>|)

See Start (|<), Previous (<), Next (>), and End (>|) for assistance with moving through pages in the grid.

Name

Enter no letters, one letter, some letters, or the full name of the agent desired.  Click Find to display the Agent List with the requested (or closest match) agent selected in the grid and displays the list alphabetically by name when searching by name.

Agent#

Enter nothing, one character, some characters, or the full number of the agent desired.  Click Find to display the Agent List with the requested (or closest match) agent selected in the grid and displays the list alphabetically/numerically by agent number when searching by agent number.

E-mail

Enter nothing, one character, some characters, or the full e-mail address of the agent desired.  Click Find to display the Agent List with the requested (or closest match) agent selected in the grid and displays the list alphabetically/numerically by e-mail address when searching by e-mail address.

Select

Click Select once any agent is highlighted in the grid to indicate selection.  The following screen varies based on the path prior to opening the Find screen.  For example, if Change is clicked without an agent selected, then the Change Agent screen opens (once the agent is selected using Find) for that agent.

Add New

From the Find screen, click Add New to open the Add Agent screen and allow entry of a new agent into the system.

Close

To abandon the search at any time, click the Close button. 

Click these links for Frequently Asked Questions or Troubleshooting assistance.

04/05/2010

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