How to add a new branch, location or appointed rep

The simple steps below will explain how to add a new Branch, Location or Appointed Rep to CCD.

Navigate to Setup > User Info > Locations and click on the Set-Up tab.


From the Select branch or Appointed Rep dropdown select the appropriate location type.



Now click on the second tab from the left which will now be labelled Branches, Appointed Reps or Locations depending on the default location type you have just selected,


Click on 

Click Yes

You can now fill in the details for this branch / location using the second row of tabs on this screen.


To Assign advisers to this location navigate to Setup > Staff List > Staff Member and click on the Location tab. Then select the appropriate location from the Location dropdown menu.