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Navigate to International > Agents or Operations > Agents in the main menu. Existing Agents are displayed in alphabetical order.
To find the required Agent use the search boxes to filter the Agent records. See Searching for Agents for further details.
Select the Agent and navigate to the Details tab.
At the bottom right of the tab click Add.
Add the employee contact information and any relevant comments.
Select Save.
Double click a Contact record to view or edit its Details. At the bottom of the “Edit an Agent Contact” screen, there is a Web Access field. If set to Y and given a password, this will enable the Contact to access MovePartner, using his/her email address as the username, and the Password entered here as the password. A default Branch can also be assigned, as well as Restricted Access.
Setting “Restrictions” to Y will provide read-only access to MovePartner, while setting Restrictions to I will only allow the contact to access the Inventory screen in MovePartner. The Type(s) field on the bottom-right limits the contact to only being able to view Jobs of a particular Type, such as Fine Art or Asset Management. These Types correspond to the Cost Centre(s) that are set with matching “Avail Types” in Cost Centres Setup. For instance, any Cost Centre configured as an Asset Management Cost Centre will be given an Avail Type of ASST in the Cost Centre screen. If a Contact is then given a Type of Asset Management, they will only be able to view Jobs belonging to a Cost Centre configured as Asset Management type.
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Tasks are used to record contact with the Agent Account and the activity of the responsible Account Manager. Tasks can be given future dates for scheduling and will display on the Account Manager’s Task Diary when the date arrives. Task Types include emails, telephone calls, follow-ups, and general tasks.
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