Managing Agents

If your customer’s sites are managed by a 3rd-party, you can enable a feature called Managing Agents

  • To turn on Managing Agents, go to System ¦ Settings, and scroll down the list and highlight ‘Customer Managing Agents’
  • At the bottom of the screen, choose the ‘Yes’ option, and then click Close

  • Within customer and site records, you will now see a Managing Agent box at the bottom of the screen

  • Click the … button, choose the relevant Managing Agent from the customer list, and use the Select button. This has now applied the managing agent to the selected site

If you wish for the managing agent’s details to be displayed on invoices, speak to our support team for further advice

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