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From the Entity \ Entity menu select the Entity Tole Role that you are adding to (Example Accountant.) select New. Then select Yes to create a new entity.
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If the entity already exists under a different role you can select No and then search for the entity |
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Insula Software recommends adding Brokers and Staff using the Add a New User Wizard. |
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| title | General Tab - Click here to expand... |
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The General tab details basic information about an entity. | Expand |
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| title | General Group - Click here to expand... |
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| Details basic personal information about an entity. | Note |
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The General Tab will change depending on the selected Entity Type field. |
- Entity Type: Allows the selection of the entity type (e.g., Corporation, Name, Person, etc.).
- Relationship: Can only be edited if entering a company contact.
- Name: Name of the entity.
- Short Name: Short name of the entity.
- Primary Trading Name: Primary trading name of the entity.
- Established: Year the entity was established.
- Incorporated: Year the entity was incorporated.
- Branches/Employees: The number of branches the entity has.
- Employees: The number of employees the entity has.
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| title | Mail Merge - (Staff Only) Group - Click here to expand... |
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| title | Corporation Sole Trader Group - Click here to expand... |
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| title | Industry Group - Click here to expand... |
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| title | Trust Group - Click here to expand... |
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General Tab
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