Assign an Agency or Attorney to a Group

You can use the General tab in the Agencies/Attorneys pane to organize agencies and attorneys into groups. For example, an agency can have subdivisions that receive different types of accounts or different tiers (placement types). You can use groups to prevent an agency or attorney from receiving an account more than once. For more information, see Specify Default Global Settings.

To assign an agency or attorney to a group

1. In the Navigation pane, click Agencies/Attorneys and then click the agency or attorney. The Agencies/Attorneys pane appears with the General tab selected.

2. In the Group box, type the name of the group to assign to the agency or attorney.

If the group exists (shows as a folder in the Navigation pane), AIM adds the agency or attorney name as a link within that group. If the group doesn't exist, AIM adds it as a folder in the Navigation pane and adds the agency or attorney name as a link within that group.

3. In the menu bar, click Save Agency/Attorney.

Related Topics

Global Settings