Creating a Branch or Position

Administrators can create branches and positions. These branches and positions will show as options on the Customer Contact screen drop-down lists. Administrators can also delete branches and positions if no people are assigned to them.

Adding branches and positions is helpful to FPS GOLD so we know where they are located (if you have multiple branches) and what position they hold at the bank.

To create a branch:

1.Click the <Admin> button.

2.Click <Add Branch>.

3.Enter a branch name and click <Create>.

To create a position:

1.Click on the Positions tab.

2.Click <Add Position>.

3.Enter the position name and click <Create>.