Could not import details - Could not find agent for

Query

When migrating a company from CAS desktop to CAS 360, the migration fails and I receive the following message:

Exception: Could not import company details - (could not find agent for: )

Solution

This message may occur if either:

1. No Department has been attached to a Company
2. No Agent has been attached to a Department; or
3. Missing Agent Details

Attach a Department to a Company

To resolve in CAS Desktop from the Ribbon Toolbar select:

Select Company Data | Other Data | Client, CAS Data. Ensure a Department has been selected.

Attach an Agent to a Department

To resolve in CAS Desktop from the Ribbon Toolbar select:

Select Administration | Master List Maintenance | Departments. Edit the department. Ensure an Agent/Presenter has been selected.

Enter Agent details

To resolve in CAS Desktop from the Ribbon Toolbar select:

Select Administation | Agent/Presenter and edit the Agent. Ensure all Details have been entered correctly