This video tutorial will guide you on how to add a Director to the registers in WealthWorks+.
Tutorial Transcript
To add a director to a company's registers, go to the Entity List and select the company. Click on the Registers tab. Make sure the Directors register is selected, then click on the Add Item icon. Start typing the director's name in the Director field and the database will automatically search for matching records. Note: the director must exist already as a contact of entity in the database. Select the Officers Position from the drop-down list and choose the Effective from date. Once the details are complete, click Save. The director will now appear in the Directors register.
(00:53) To edit the details of a Director, select Edit from the Actions button. Make the necessary changes. Here I am changing the effective from date (the date picker has quick links to different months, years and decades) and adding a Ceased date, along with a Cessation reason from the (editable) drop-down list. Then click Save to apply the changes. As the Director is now resigned they are removed from the current display. You can toggle the Current/All switch to see the history for the register. A ceased director will be displayed with an X against their name.
(01:38) To delete a director, select Delete from the Actions button. This will remove the director from the register completely.