This video tutorial will show you how to edit contact and entity records. You'll also learn how to update the administration records for entities.


The records that you will learn to update include:

  • General details about the entity or contact
  • Contact information, including addresses and phone numbers
  • The entity records that can be updated, including the following sections (portlets) of information about the entities and contacts:
    • Names & References
    • Identity
    • ID References
    • Contact Memo
    • Personal Information
    • Identification
    • Telephone Numbers
    • Internet
    • Addresses
    • Categories
    • Custom Data
    • Control Levels
    • US Residence
    • US Identification & Forms
    • Company Details
    • Trust Details
    • Partnership Details
    • Individual Details
    • Foundation Details
    • Other Details
    • Partnership Administration
    • Trading
    • Tax
    • VAT
    • Engagement
    • Accounting
    • Annual Returns
    • Annual General Meetings
    • Company Secretarial
    • Trust Management
    • Entity Memo
    • FATCA Classification
    • FATCA FI/FFI Registration



 


For further information on managing name changes and viewing former names history, see here.


Tutorial Transcript


To edit a contact record or the administration details of an entity, search and select the record you wish to update. Click on the appropriate tab then click on the edit icon of the portlet that you need to edit. Complete the details as appropriate and click Save. You can currently update details for: General, Contact Info, Administration, and Classification (except Custom data).


(00:40) You can also see a history of changes for certain fields by clicking on the history icon.


(00:45) If you need to update an address in the Contact Info, click the Add icon in the Addresses portlet. Select an address type. Note that you will need to use Form option to use the address for letter generation. If you want to select an address already in the system, start typing any part of the address and the system will automatically search for any matches within the database. (01:13) If you need to add a new address, click the Add icon and enter the details as appropriate and click Save. Once you have selected the address, check the Effective Date is correct and click Save.


(01:26) If you need to edit an address, click on the edit icon next to the relevant address in the portlet and then click edit again next to the address field. Make the appropriate changes and click save.


(01:42) You can also record an expiry date if the address is no longer current. This will remove the address from the portlet, however, you can see a full history of the addressed by clicking on the history icon.