Managing business affiliates
You can keep records of all of your business affiliates, and view them, edit them, or add new affiliates at any time. If you set up a record for each of your business affiliates, you can easily look up their information and tell SmartTurn to pre-fill the address fields when you are creating various transaction documents. Defining a company as one of your business affiliates is also the first step necessary in order to configure specialized access for them to SmartTurn.
You can view your list of business affiliates under Operations>Business Affiliates. All of your business affiliates--whether they are customers, vendors, owners, carriers, or brokers--appear together in a list view on Operations>Business Affiliates. SmartTurn displays the business affiliate type associated with each record, along with the current status.
In this section, you can:
To learn about a particular business affiliate field, see Business Affiliate field descriptions.
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