How to Gather a List of All Agent Information

How to Gather a List of All Agent Information

If you need to get a list of all of the agent information for your agency, you can have all of this data at your fingertips in just a few clicks!

First, you will need to navigate to the User Access screen. From here, you will need to click on File, followed by "Print".



This will bring up a Print options window. In this window you should see an option in the Print Name column for "Company Directory". Click on the check box to the left of this option to select it, and make sure than the radio button beside "Current" is selected at the bottom of the window.



When you click on OK, you will get a new window that pops up with your print preview. The print preview will show a PDF format list with all agent names, codes, phone numbers, email addresses etc. From this window, you can either print the list, or you can save it as a PDF file.

As always, if you have any questions about this or if it gives you any trouble, you can always contact a member of our friendly support team by sending an email to support@wincruise.com, by sending us a chat message from your WebCruise+ page, or by using the Capture Feedback button on your screen.