Document number: 11609

 

 

To edit a Representative record, start in the Company component. Then:

1. Click the Representative tab.
   
   
2. Click the Add a New Representative button.
   
   
3. Select the Type of representative (Alternate, Preferred, Previous).
   
   
4. Enter the First Name and Last Name.
   
   
5. Click the Create Using Name Entered button to create a representative record and open the Maintain Representative page.
   
   
6. Click the Manage Addresses button to enter an address for the representative.
   
   
7. Click Add New Address, and enter an address or search for an existing address
   
   
8. Click the Create Using Entered Address button.
   
   
9. Click the Return to Edit Representative link.
   
   
10. Enter Phone, Email, and Pager information in the same sequence.
    
    
11. Click OK when you are finished entering new representative data.
    
    
12. Save the new Representative record.
    

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 01/31/2003