Edit Agency Profile

Modules>Advertising>Agencies>Find, List, Add, Query Agency>Agency Profile>Edit button

The Edit button allows you to edit agency information.

To edit an Agency profile, use the following steps:

1. Go to Modules>Advertising>Agencies>Find, List, Add, Query Agency>Agency Profile.
2. Click the Edit button. The Edit-Agency page opens.
3. Edit the fields for the Agency Name & Address Information section as described in the table below:

   Fields	Required	Description
   agency name	Required	Enter the first few letters of the organization name and select your organization from the list of matches or click the look up button to search the List - Organization page. Once you select an agency, the organization information fills in the fields below. Note: The agency must be an organization and must already have an organization record in NetForum in order for the lookup feature to work. If no record exists, you must create the organization record before adding the agency.
   address	Optional	The address field populates with the primary address for the agency. If this agency has more than one address, you can choose a different address from the drop-down list.
   address type	Required	Select the address type, such as work, home, or holiday, from the drop-down list.
   attention	Optional	Enter the name of the individual who should receive correspondence for the agency.
   address lines	Optional	Enter up to three lines of address information.
   city/state/zip	Optional	Enter the city. Select the state from the drop-down list. Enter the zip.
   county/district	Optional	Enter the county and then enter the congressional district.
   province	Optional	Enter the international province.
   mailstop	Optional	Enter the four-digit code after the zip code in a US postal address.
   country	Optional	Select a country from the drop-down list.

4. Edit the fields for the Contact Information section as described in the table below:

   Fields	Required	Description
   phone	Optional	Select a phone number from the drop-down list.
   fax	Optional	Select a fax number from the drop-down list.
   email	Optional	Select an email address from the drop-down list.

5. Click the Save button to save your changes and return to the Agency Profile. Click the Delete button to delete the agency. Click the Cancel button to return to the Agency Profile without saving your changes.

Edit Agency Icons

You can use the following icons on the Edit-Agency page:

Use this Icon	To Perform this Action
	edit icon to open an edit page for that field.
	add icon to add a new record for that field.
	look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.