Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

OPTION 1: Account Title (Figure 2 – Item 3)

Load Registration Level within the Account Wizard’s Account Title field

...

Examples of Good TitlesBad TitleWhy?
Joseph Z. Smith, IndividualJoe Smith
  • You may have multiple Joe Smiths and/or multiple accounts for this Joe Smith
  • Use Joe’s full name and the registration type in the title to better identify it.
Joseph Z. Smith, IRASmith IRA
  • You might have many clients named Smith with IRAs.
  • Naming this Smith IRA makes it hard to tell which client you are loading data for as you select it.
Joseph Z. & Julia P. Smith Trust, Dtd 7/1/2013Smith Trust
  • You might have multiple trusts for multiple clients named Smith or multiple trusts for the Joseph & Julie Smith. Including the date or other identifying data makes it easier to tell which trust account the title is for.

 

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.

...