OPTION 1: Account Title (Figure 2 – Item 3)
Load Registration Level within the Account Wizard’s Account Title field
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Examples of Good Titles | Bad Title | Why? |
Joseph Z. Smith, Individual | Joe Smith |
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Joseph Z. Smith, IRA | Smith IRA |
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Joseph Z. & Julia P. Smith Trust, Dtd 7/1/2013 | Smith Trust |
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OPTION 2: Load Existing Contact (Figure 3)
This function loads the information into the account wizard for an individual contact, not for the account registration. This will load the contact’s details.
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