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Article ID:      4268

Subject:        Verify/Update an Office Record

Last Modified:  October 15, 2013

Applies to:   Pro Gold i2 3.xx

Purpose:  Provide users instructions how to update their company office record in Pro Gold i2. 

Procedure:  Listed below are the steps to modify an office record.   

Offices are managed via the Offices icon.

•         Step 1:  To access the Offices icon, do the following:

-     At the Main Menu, select the Transactions option

-     Select the Agents and Offices option

-     Click on the Offices icon

•         Step 2:  To verify/update your office record(s): 

-     Click the Find button

-     Click the dropdown box in the Office Type field and select Non Co-op option

-     This will filter the Find view so that only Non Co-op offices should be visible (Of which yours should be)

-     Locate and retrieve your office record and verify the information in it

-     Highlight office desired in list and click the Retrieve button or double click the line item to retrieve the record

-     The red Name field contains the office name; make changes as needed

-     Update other office information as needed

-     Click the Save button and retrieve another record to continue updating or Done button to exit

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

   http://secured.progoldi2.com

•          The Enhancement HelpNet links are located on the right side of the web page.

Related articles:  N/A

Keywords:   Offices, 4268