Key Entities
- Managing Referrals
- Understanding Households, Organizations and Individuals
- Creating a Household
- Creating an Organization
- Creating an Individual
- Understanding People Types - Contacts and Individuals
- Understanding Firms and Advisors
- Understanding Household and Organization Members
- Managing Members and Other Relationships
- Adding a New Member
- Adding a New Relationship with an Entity
- Adding Client Entities to Households and Organizations