| Important: Insula Software recommends adding Brokers and Staff using the Add a New User Wizard. |
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From the Entity \ Entity menu select New. Then select Yes to create a new entity.
| Note: If the entity already exists under a different role you can select No and then search for the entity |
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General Group
Enter the General information as required.
- 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.
| Note: The General Tab will change depending on the selected Entity Type field. |
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