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1. From the Entity Roles list, select the required entity role.

2. Click New. The Create/Select Entity confirmation prompt will appear.
   

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3. Click Yes if the entity will be a new entity (i.e., they do not already exist in the system). The Select Entity dialog will be displayed.

4. From the Entity Type list, select the type of entity.

5. Click OK. The General tab of the Person Details dialog, Name Details dialog, or Company Details dialog will be displayed.

6. For each tab of the dialog, select and enter details or select the New button in the toolbar to create a record.

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