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Status Prioritized
Created by Morgan Hill
Created on May 9, 2022

Agent Entity - Available Field in Info Panel Edit Screen

In the Info Panel, when a user selects a charge to edit and its source is the eFT (Surcharge Manager), an "Agent" field shows with the name of the Agent, if populated (can be blank). This field is a dynamic search field to source records in the Address Book where the Agent radio button is selected. The user can begin typing and relevent results will appear, just like the Description field.

This field is optional (not required).

For Q2TMS & API purposes, if the Agent is changed, the ID of the newly selected Agent must follow through the to quote.


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