| Question / Issue |
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| How do I edit/delete an existing company in AgencyBuzz? |
| Answer / Solution |
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- Login to AgencyBuzz.
- Click on Companies section from the left hand navigation column. A list of companies will be displayed.
- You can drill down on specific types of companies by line of business or status by selecting the appropriate drill down category under the Companies section on the left hand navigation column.
- To search for a company using the built in search feature type in the company's name into the search box.
- Once you locate the company that you would like to edit, either select the record and click Edit from the Actions toolbar located in the top menu bar, or right-click on the record and select Edit Company from the list of options.
- On the toolbar company options are displayed. These options include Delete, Add Contact, Send E-Mail, Send Mailing, Map Address, and On the Web icons.
- Delete – Allows you to delete the contact.
- Add Contact - Allows you to create a new Contact in AgencyBuzz to add to the Company record.
- Send E-Mail – Allows you to send the contact an email from your local mail client such as Outlook.
- Send Mailing - Allows you to send an Event to the Primary Contact or All Contacts assigned to this Company.
- Map Address - Allows you to view the Company address on a map.
- On the Web – Opens the web address listed on the Company record.
- When you have opened the desired contact, update the information as need.
- Click the Save button in Actions section of the toolbar. Alternatively you can click the Save & Close button to return to the main screen.
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KB ID # 2086
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