Adding a Related Party

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

1. Click +RELATED to see the list of existing parties as well as use the ability to create a brand new 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.