You can configure business for an agency within the Configuration tab of the Contacts module. By default, only agencies can view and access the Configuration tab.
Prior to configuring an agency’s business, you must add business locations and lines of business to BriteCore. To add business locations, go to Settings > System Wide > Business Locations. See Set Up Business Locations for more information. To add lines of business, you must go to the Lines module. See Build Lines for the First Time.
When you add a new business location to an agency, ensure the agency is able to write business in a new location. Go to Settings > Advanced Settings and search agency-quoting-default-allow. Set the agency-quoting-default-allow setting to True so the agency can write business in a new location.
Configure business for an agency
In the Configuration tab of the contact you can:
- Add business locations.
- Remove business locations.
- Add lines of business to an agency.
- Remove lines of business from an agency.