Manage Agent Record
Last updated
Paradigm Knowledge Base
Last updated
To add a new Agent record in the system, refer to the instructions .
If you already have an agent record in the system, use the following workflows to continue:
Load the Agent record, see
Once the Agent record is loaded, in the ASSIGNED ROLES FOR AGENT section, select the role that you want to add and click the ASSIGN ROLE button.
Upload the file attachment and save.
Go to the NOTES ASSOCIATED WITH AGENT section and click the ADD NOTE button.
After searching for the contact, click the Add Contact as Agent Contact button to associate the contact record to the Agent Provider Record in the system.
Navigate to Agents > Edit Agent Person menus on the side.
In the EDIT AGENT CONTACT DETAILS section, fill out the necessary information and click the SAVE CONTACT button.
You also have the option to add the contact person's address information by navigating to Agents > Edit Agent Person > Edit Agent Contact Info.
Load the Agent record, see
Once the Agent record is loaded, navigate to Agents > Edit Contact Info. You can refer to the same instructions and the description of the address fields as in the .
Load the Agent record, see
Go to the ASSOCIATED FILE ATTACHMENTS section and click the ADD FILE ATTACHMENT button. Refer to the for a description of the fields when adding a new attachment.
Load the Agent record, see
Enter the subject, select a category, type more details in the Note section, and click SAVE NOTE. Refer to the for more details on the fields when adding notes.
Load the Agent record, see
Go to the CONTACT SEARCH section and click the SEARCH ALL CONTACTS button. Do not set the Role Types if the contact person that you want to associate with is from your records.
If the contact person that you want to associate with is an Agent Person Contact, note that the Agent Person contacts are from the agent person created within the Agents menu in Paradigm. Refer to the instructions to create an agent person record in the system.
