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Step 1 - Contact - General
Step 1 - Contact - General
- Matthew Garrett
Owned by Matthew Garrett
The General tab allows users to enter basic information about a contact.
Selecting an Entity Type
Changing the entity type will dynamically change the dialog.
- Click Type popup button (
). The Select Entity Type dialog will be displayed.
- Select the required entity type.
- Click the OK button.
Selecting the Relationship Type
- Click Relationship popup button (
). The Select Relationship Type dialog will be displayed.
- Select the required relationship type.
- Click the OK button.
If the Relationship Type is changed to applicant, client, director, guarantor, partner or shareholder, the Guarantor? and Include on Application? fields will be set to Yes. This can be manually changed if required.
IMPORTANT CONCEPTS
Guarantor: If Guarantor? is set to No, then Include on Application? will also be set to No. This can be changed manually if required.
The following two expandable sections show the General tab when a different entity type is selected.
, multiple selections available,
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