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How to add or delete Lockbox Numbers

Jim Turner -

Adding a Lockbox Number

You can add lockbox numbers to your lockbox profile either manually or via import if you are using the Feedback Pro automated showing feedback product. Please follow the steps below to add your lockbox numbers one of those ways.

Lockbox numbers are manually added or imported via the same page for Lockbox Management which you can find one of these ways:

Option 1: Manually Add Lockbox Numbers

  • Add the number into the text box highlighted in red with the #2 in the image below
  • Click the green "Save" button on the left menu bar

Option 2: Import Lockbox Numbers

  • Click the blue "Import" button highlighted in red with the #3 by it in the image below
  • PAS will log into your lockbox profile and import all of the lockbox numbers it finds in that profile. It could take several minutes for this process to complete.

 Deleting a Lockbox Number

Follow these steps to delete a lockbox number:

  • Go to https://agent.proagentsolutions.com/Setup/LockboxMgmt if you are logged in or Navigate via the menus: Setup>Lockbox>LockBox Mgmt (#1 on left menu bar in image above)
  • Find the lockbox number which you want to remove and click the Red "X" icon in the Actions column to remove it

 

 

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