FAQ – How to create an Agent Type in TEAMS?

A user can go to TEAMS > Setup > Organisation > User Code Screen and select code type as Agent Type and then you can create a new agent type from this screen. If you wish to enter Notes as to why a user would use this specific User Code then you may do so. The type of notes you would enter here may include why you would use this field or to give more information than the Name allows.

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Don’t forget to select the SAVE ENTRY icon in the top left hand corner of the screen to SAVE what you have just entered. If you close out of the screen before selecting your entry will NOT be saved. Also, to create a new entry you MUST select the NEW ENTRY icon in the top left hand corner of the screen so the screen can be refreshed and ready for the next entry. If you leave your current information in the screen and type over it you are MODIFYING the entry.

Still having trouble?

If you’re having any difficulty or have questions that you can’t find answers to here, please feel free to send us an email at support@rtosoftware.com.au or call us on 1300 85 05 85. We’re happy to help!