Add all agencies to a contact

When a contact, specifically an agent, is associated with several agencies, you will need to add each active agency to the agent. In BriteCore, you can add all active agencies to a contact at once.

Prerequisites

An advanced setting controls the ability to add all active agencies to a contact. Before you can add all active agencies to a contact, navigate to Settings > Advanced, and search for allow-add-all-active-agencies. Set the allow-add-all-active-agencies advanced setting to True. If the allow-add-all-active-agencies advanced setting is set to False, you can’t add all active agencies to a contact at once.

Add all agencies to a contact

To add all agencies to a contact, open the desired contact and:

  1. Navigate to the Role section.
  2. Ensure the Agent role is displayed for the contact. If the Agent role isn’t displayed, select it from the dropdown list. The Confirm pop-up window will open asking Do you wish to save any changes to this role? Select No to continue without saving changes. Select Yes to save changes.
  3. Navigate to the Agencies section.
  4. Directly below Agencies, select + Add all Active Agencies to this Contact.
  5. Select Save. The Save Completed pop-up window will open. If you select Cancel, the changes you made won’t be saved.