Membership

In this topic, we continue our setup of a retail agent/broker started in Add a New Retail Agent Broker. This feature can be accessed by clicking the Retail Agent/Broker command on the Tables Menu.

You can use the Membership tab to associate the retail agent/broker with associations or groups of which they are a member.

  1. In the Name list, located in one of the Membership panes, select a group or an association.
  2. In the Expiration box, enter the expiration date of the agent/broker's membership. You can type the date or click and use the Calendar.
  3. Repeat these steps as necessary to add up to three memberships.

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