Updating your EFIN within your ProWeb office is a two step process: first, add the new EFIN, then deactivate the old EFIN.
To add the new EFIN to your ProWeb office, from the Welcome Page select:
- Configuration
- ERO Setup
- + ADD ERO
- Enter all the information for the ERO, including the Customer ID*, the EFIN, the phone number, and the address. (Office Identifier is an optional field, useful if you have multiple locations and want a quick way to distinguish between them.)
- Mark the new EFIN as both Active and the Default EFIN:
- Click Continue when finished.
After the new EFIN has been added, deactivate the old EFIN as follows:
- Configuration
- ERO Setup
- Select Edit next to the old EFIN.
- Uncheck Active
- Click Continue.
*Note: The Customer ID for your EFIN can be found in your Account Hub under Account Information.
Additional Information:
