When adding a Branch be sure you have the information needed to enter the record.
- Branch Name and Contact Point Details
- Contacts
- If necessary, Call List details.
Add a Branch
- Click the Hamburger icon (≡), Select File, New, then Branch.
- Enter a Branch ID - See your organization's requirements for this ID. The ID has a maximum of 32 characters in length. Common formats are B0001, BranchCode (UOFUSA), and the like.
- Enter the Branch Name
- Verify the Country, Language, and Time Zone.
- Click Done
This commits the Branch to the database and loads it to the screen.