New Account/Wizard

While you have a contact card open, click on the New Account link from the contact manager side menu. This launches the Account Wizard with that contact’s* info pre-populated in the Account Information page of the wizard.

Loading the client's information in this fashion ensures that the transaction and any associated paperwork will be automatically linked and filed into the client’s binder.

*Click here to view the data points that are populated when you load data using this function.

The following article discusses the difference between contact and registration loading:

• Contact OR Registration Level Loading