Combining People Records

  1. Navigate to the People tab
  2. Create a person profile that is almost identical to a person profile you have already created but add a different address and a middle initial
  3. Exit from the person profile once created
  4. Select the new person profile and the other person profile that is similar
  5. Once both are selected move to the top of the screen where the field says 2 Selected
  6. Open this field and select Combine
  7. In the Combine details screen decide which profile is surviving and which one is being retired
    - The address information you inputted for the retiring profile will still exist in the surviving profile. All other interests of the retiring profile would also move to the surviving profile as indicated on the details screen. Feel free to add more interests to the retiring profile prior to combining them for some extra experience in the database. You could add this person in an entity as a director/officer/shareholder to see how the surviving profile inherits all of these details.
    - You can switch which profile will survive and retire using the arrow button that is situated between the two names

Video Instructions:

Adding a Person into Multiple Entities

  1. Navigate to the People tab
  2. Select a Person profile
  3. Move to the Interest tab in the Person profile
  4. Select the New button at the top of the screen
  5. Add the Person selected to several entities as both a director and officer
  6. You have successfully added your Person profile to several entities
  7. Venture to those entities to see the results!

Video Instructions:

Removing a Person from Multiple Entities

  1. Select the same person in the People tab
  2. Select all of their interests in all of their entities (directors/officers)
  3. Select Change Status in the actions above to inactive, select Resign, set date, confirm and then select Apply
  4. You have successfully resigned your Person profile from all of their related entities!
  5. Venture to those entities to see the results!

Video Instructions:

Replace a Person in Multiple Entities

  1. Navigate to the People tab
  2. Select a Person profile
  3. Move to the Interest tab in the Person profile
  4. Select the director and officer information you want to resign your person from
  5. Move to the top right where there are three dots … and click on them
  6. Select Replace
  7. In the Replace Principal screen add the new person replacing this person, the reason for the replacement (resigned/removed/etc) and change the outgoing status for the person resigning to inactive
  8. Add the relevant date
  9. Move to Section 2 to ensure you have an address for the incoming Principal
  10. Review and Create the replacement
  11. You have successfully removed the one Person profile and replaced this person with the new Person profile
  12. Venture to those entities to see the results!

Video Instructions:

MISSION 7 ACCOMPLISHED! 🚀

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