Portal Update: Add or Link Systems with Ease!
|We’ve recently added a new feature to the Affiliated Portal that lets you add an additional system to an existing account or change the account number on an existing account. This was a commonly requested feature and we’re proud to include it in our most recent feature release.
This new feature will save you time and improve accuracy when adding or updating accounts.
You can now:
To find this feature, navigate to an account in the Portal and look for the blue button indicated below in this screenshot.
|Affiliated’s software development team is the largest in our industry and we love making our tools better to help you run your businesses better.
If you have any questions or suggestions, please reach out to Account Management at 800‑434‑4000 x 3810 or by email.
Thank you and stay cool in the heat,
Affiliated Account Management