info@valuelinksoftware.com | (888) 587-0805 x.2

How To Add Branch For Clients

If your client operates out of different branches, you can add those to the system. By adding branches and associating client users with them, you can be informed of which branch the orders are originating. To add a new branch, follow the steps below:

Log on to your ValueLink Appraisal Management System account.
Click on Admin at the top of the Dashboard.
Click on Clients on the left side menu to access the Manage Clients screen.
Click on the client name or use the search filters to locate the client for whom you want to add new users.
Scroll towards the bottom of the client’s profile page, and click on Add Branch in the Branches section.
Enter the branch details.
Click on Save Branch Information to add this branch to the system.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk