Adding a Related Party

This screen allows you to associate an existing party with the party you are creating or editing.

To add a related party:
  1. Click +RELATED to see the list of existing parties as well as use the ability to create a brand ndw party.
    The Related Parties screen is displayed.

  2. Browse or search existing parties for a party you wish to add as a related party. Select to add the party.
  3. To add a new related party, click +INDIVIDUAL, +ENTITY, or +SOLE PROPRIETORSHIP and fill out the related party information as you would for any other party.
  4. As you add related parties, you will see a new hierarchy button next to +RELATED.


  5. Clicking the hierarchy button displays the relationships between all of the parties.


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