ASSOCIATES

You can search for "Associates" from the Home Screen as well by typing the name you want to search for in the "Enter First or Last Name" text entry box under "Associates".

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for View Associates.

Here we will enter "Bailey" and click "Search".

You will notice that this pulls a list of all of the associates with the first or last name of "Bailey".

In the "Or Jump To" section you can search by "All Associates".  Click the drop down and select "All Associates". 

This will take you to the All Associates List.  You can tell that it is All Associates by looking at the "Status" of "All".  Click here to learn more about Associates.