You are now able to add multiple branch addresses to a company record within WealthWorks+. This video tutorial will guide users on how to:
- add a new branch using the new branches portlet,
- edit the address of an existing branch,
- delete a branch address.
Tutorial Transcript
To add multiple branch addresses for a Company record find the relevant company from the Contact Directory or Entity List and select the Contact Info tab. Find the Branches portlet and click on the Add icon. Enter the name of the branch and add the address. If the address has already been added to the database, start typing it in the Branch Address field and select it from the drop-down list. If it is a new address, click the Add icon and enter the details. Then select the effective from date and click Save.
(00:47) To edit a branch address, click on the Actions button for the relevant address and then Edit. Update the details and click Save.
(00:59) To delete a branch address, click on the Actions button for the relevant address and then Delete and then Delete again. If a branch address is already in use, then deleting it will remove it from the entity registers.
(01:17) Once the branch address is set up, it will be available to select when the company is added to an entity. It is currently available in the Register of Bankers and of Advisors and Officers (WealthWorks+ v4.9).
This tutorial is confirmed to be applicable from WealthWorks+ release 4.9.