Updating Agency Addresses
C
CBjerk
When needing to change the address of an agency, it is easy to do the wrong thing. When looking at an agents screen, there seems to be three places to update the address, 1) Edit Agency button under Agency name
2) Under the "use the agency's address, phone number and fax number when displaying this agent's information" and
3) Agency Contact Information field at right side of screen.
Each time I had to update an agency's address I would change it in all three places. It was very confusing and frustrating and seemed like none of them were connected to the other.
Today I spoke to Levi and he explained that the "use the agency's address . . . " field is NOT for the agency's address but for a separate address for the agent, i.e. their home address, PO Box number, etc. where they may want to get mail.
He explained that we need to go under Agency and choose Edit Agency, change the address there, then refresh the screen. This will at least update the address in the Agency Contact Information.
It would be easier to understand that the check box "use the agency's address . . ." was not for the agency's address if it had a different title such as "Agent's Personal Address, check box to use in place of agency's address". Then each line could say Agent's Personal Address, Agent's Personal City, etc.
I hope this makes sense. If the change is made it should help many people because I cannot be the only one to find this confusing.