Add Agency Address to the Periodic Summary Report
- From the Intuition by Vertex – Case Management Menu, select Admin | Organization | Agencies
- Click the pencil to the left of the agency name
- In the Name field, enter the agency address after the name of the agency. The available characters are somewhat limited so you may have to abbreviate a bit but you should be able to enter your agency name and address. This information then displays on reports where ever the name of your agency displays.