Veculim

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Brokers

    Similar to Insurance Companies, Broker information can also be captured into Veculim for regular selection.

     

     

    This can be done by accessing the Brokers icon in the People Menu.

     

    BrowseBrokers

    Inserting a Broker

    Once the Brokers window is displayed, please select the Insert button in order for the Update Broker window to be displayed.

     

    UpdateBroker

     

    Capture all information as preferred, remembering that any red fields are required fields and therefore have to be entered. Any blue fields are automatically generated by the system.

    Changing Broker Information

    Once the Brokers window is displayed, please select the Change button in order for the Update Broker window to be displayed. The information can then be edited according to your needs.

     

    Deleting a Broker

    Once the Brokers window is displayed, please select the Delete button. A message will then be displayed asking you to confirm the request to delete the record. Click Yes to confirm and delete.

    Page last modified 11:35, 13 May 2016 by Jennifer Veculim > People Menu > Brokers

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