Note: The Agency section should be entered first to enter an Agency Code.

System Defaults Window

Agency Information

Enter your Agency Name and address information and choose an Agency Code. This information is used when generating the header for Reports.

Agency

Agency List

Agencies are used to define the organization a Person is part of. There will frequently only be the need for one Agency, though you may have Persons affiliated with a school, the city, etc.

Agency Code Menu

Agency Code - Enter the Agency Code that will appear in dropdowns. 10 character limit.

Agency Name - Enter the name of the Agency.

Address1, Address2, City, State, Zip - Enter the full address of the Agency in the appropriate boxes.

Phone - Enter the primary phone number for the Agency.

Fax - Enter the primary fax number for the Agency.