Instruction manual

Identifying Agents and Lines
Creating an Agent Directory
The agent directory is the master list of all CMS agents. Each agent entry
includes the first name, last name, and unique ID of up to five characters.
The ID identifies the agent for making changes to the directory and in all
exception messages.
To create an agent directory, display the Agent Directory screen by pressing
[F2] (Agent Directory) on the CMS Administration Menu. If this is an initial ins-
tallation, the screen is blank (Figure 5-2). Figure 5-3 shows a completed
screen.
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ADMIN CMS R3.0 7:53P 03/04
AGENT DIRECTORY
Last Name
First
ID
Last Name
First
ID
F Cancel
FPrevious F Next F Enter
1 Prompt
5 Field 6 Field
8 Data
Figure 5-2. Agent Directory Screen
Creating an Agent Directory 5-3