To add more data to an Agent profile, search for the agent you want to modify Click the People menu Click the search button Type some portion of the agent name Select Agent from the drop-down list to limit People types in the search results Click ...
Run this report in order to find Suppliers and People who were: paid but not set up to receive a 1099 who were paid and should receive a 1099 but have missing mailing address who were paid and should receive a 1099 but have a missing TaxID Click ...
Adding a custom total to a report is as easy as 1 -2 -3. Create a custom total that you want to use on reports Add your new custom total to all Agent profiles Select your custom total when you are choosing columns to show on a report Create a custom ...
Starting the process To add a new agent darwin Cloud, take the following steps: Click the People menu Click the new button Select Agent person type from the dropdown list Click select Person Details: Select person type and enter details according to ...
To add more data to an Agent profile, search for the agent record you want to modify. Click the People menu Click search Type some portion of the agent name Select Agent from the drop-down list to limit People types in the search results Click search ...