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Agents can be viewed and modified using the following tabs of the Agent window:

Search

View and search for agent records.

Details

Add and maintain agents.

Contact

Manage tasks and appointments with the agent.

Waybills

View the Waybills associated with the agent.

Jobs

View a history of the job plans for the agent.

Locations

Manage the locations used by the agent.

Edit Contacts

Manage the details of key contacts for the agent.

Rates

Manage rates charged by the agent.

Groups

Assign the agent to one or more groups.

Transfer

Link your agents to web agents.