I set up some new agencies and branches. Problem is they copied more departments than needed from Agency 1.
I can't find under utilities, accounting, agency structure setup, where I can delete a department. I can revise but do not see option to delete. Each branch now has 4 departments and that is not needed. It generated those automatically when adding an agency then branches.
Any way to delete the unneeded departments?
Thanks! :)
Not that I know of. If one agency has two departments, all agencies have two departments. But who knows, I could be wrong.
I'm thinking stuck.. Not sure why they wouldn't allow agents to have different departments in different agencies and branches. All they did was replicate Agency 1 and now I have 2 additional departments in Agency 2 and all 3 branches I don't need. Should be a delete button! Sigh, Applied not thinking.. ::)
It makes for an extremely large listing of account numbers when the outside accountant or IRS demand a complete list. I have agency 1 through L, one branch, but two departments (which I only needed for one agency long ago). All producers, all companies exist for all.
The system does duplicate departments from agency to agency - though you can call them something different in each agency if you want to create a headache.
What you could do with the unused ones is possibly name them "NOT IN USE" on those others.
Thanks Lance.. Actually what I did but still looks ugly.. :)