How do I add Entity Share Classes?
Share classes are used to allocate shares to the shareholders of the entity. Method 1: How can I add Share Classes to an Entity? Click the Entities menu option on the left. Click on the top right of the screen. In the pop-up window, navigate to the Share Classes tab. Click , and in the pop-up window…
How do I associate Entities with Contacts?
Contacts are used to connect to entities and relationships and represent various individuals or institutions. Contacts can be an attorney, internal or external director or a company with any types Method 1: Entity to Contact Click the Contact menu option on the left. Click the Entities tab on the top right navigation tab . Click to connect…
How do I add Calendar Date Types?
Steps: On the main page, click to access Settings. Go to Calendar. On the left, you’ll find a table with the customizable Date types. Select the module to which you’d like to add a Date Subtype, then on the right of the screen, click . In the pop-up window, add the Date Subtype‘s name, the…
How do I manage Entity Settings?
Entities are characterized by their Fee Types, Fund Structure, Types, Strategy, and Structures. Entity Fee Types On the main page, click to access Settings. Go to Entities. In the top left of the screen, you’ll find the Entity Fee Types table. Click to add a new Fee type and enter its Name, Description, Reminder, and Recurrence. Click Save & Close. Entity Fund Sources On…