Steps to switch between clients on an agency account
Step 1 - Open the agency record.
Step 2 - Click the client drop-down menu to select the other client.
Step 3 - Once selected the other client's bookings and artwork will be displayed.
Agencies
- How to switch on agencies
- How to add a new agency to MagManager
- How to add a client to an agency
- How to remove a client from an agency
- How to update an agency client's details
- How to switch between clients on an agency account
- How to search for a client managed by an agency
- How to make a booking for a client managed by an agency
- How to bulk invoice agency clients
- Clients managed by multiple agencies
- How to add flags to identify agencies
- How to add the name of the agency's client to the booking confirmation
- Agencies trouble shooting
How to switch between clients on an agency account
Table of Contents
How to switch on agencies
How to add a new agency to MagManager
How to add a client to an agency
How to remove a client from an agency
How to update an agency client's details
How to switch between clients on an agency account
How to search for a client managed by an agency
How to make a booking for a client managed by an agency
How to bulk invoice agency clients
Clients managed by multiple agencies
How to add flags to identify agencies
How to add the name of the agency's client to the booking confirmation
Agencies trouble shooting
