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How To: Records Management: Agencies

Heath
Updated

The Records Management module of Loci is where users will create and maintain the four core types of records:

  • Vendors
  • Clients
  • Agencies
  • Contacts

The third link takes users to the Agencies screen

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A menu at the top of the page allows users to search for Agencies based on Name, Type, Division, Office, and who manages the Agency

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Next to each Agency Name is an action button (three stacked dots) that gives the users options to Duplicate or Delete the Agency record

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Export

On the right side of the menu, users can export their filtered list of Agencies as a CSVSnag_de8583.png

Customize Columns

The Customize Columns menu allows users to rearrange the table columns using a drag-and-drop selection for the data types

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Expand Table

The Expand Table button opens an inset window with a larger layout of the table 

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Selecting the Collapse Table button will return the table to its original view on the Plan page

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Add Agency

Users can also choose to create a new Agency record by clicking the Add Agency button

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This opens the Add Agency menu into which the user can input all the required information (signified by an *) to create a new Agency in the system

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Once the necessary fields have been populated, the user can click Save Agency and the Agency record will be created

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To the right of this screen is an Action dropdown menu. The Action menu on this screen provides the same two functions as the mains screen Action menu: Delete and Duplicate

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The record will also appear in the table on the Agency main page

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