Description

MASS MANAGEMENT is an option that allows the agent to apply quick actions on electronic accounts based on an AGENCY or CORPORATE criterion.

To access this option, click on the MASS MANAGEMENT option, from ELECTRONIC ACCOUNTS main menu

Applying massive updates

As mentioned above, the system will allow the user to apply massive updates depending on the AGENCY vs CORPORATE criterion.

The first step in this process will be to define which category will be action, this will be specified in the TYPE box and after selecting it, the editable fields will be :

• Domestic Commission. (cash)

• International Commission. (cash)

• CC Domestic Commission.

• CC International Commission.

All of the above fields follow the edit logic explained on Electronic Account - Management.

As an additional option, before applying any change the user will be able to check the list in which elements will be changed by clicking the Go to List icon.

Finally when a change is to be processed a reference should be added and then click on SAVE