Adding an Entity Party

The Manage Parties screen allows you to add an entity party. An entity party is a party comprised of a company or group and not a single person.

  1. Click +ENTITY. The screen is displayed.

  2. Enter as much information on the new party as possible.
    Clicking +RELATED allows you to associate one or more existing related parties to this Entity. Click the +RELATED button for each related party you wish to add.
  3. The new party is created.

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