Adding or modifying an agency reference code

  1. Select Settings > Accounts > Agency Reference Codes. The Agency Reference Codes page is displayed.
  2. Click New. The Edit Agency Reference Code page is displayed.
    Note: You can modify the existing agency reference code, using the Edit option corresponding to the name of the agency reference code.
  3. Specify a name for the agency reference code in the Agency Reference Code field.
  4. Specify a code for the agency reference code (optional) in the Field Code field.
  5. Click Save.