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 from the dropdown menu;
  7. In the Combine details screen decide which profile will be the Surviving Profile and which profile will be the Retiring Profile - Note: the addresses of the retiring profile will still exist in the surviving profile. All other interests of the retiring profile will 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 can add this person in an entity as a director/officer/shareholder to see how the surviving profile inherits all of these details;
  8. Switch the Surviving Profile and the Retiring Profile by clicking the arrow button between the two;
  9. Select Confirm.

Video Instructions:

Adding a Person into Multiple Entities

  1. Navigate to the People tab;
  2. Select a person profile;
  3. Move to the Relationships > Interests 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 the entities they are affiliated to (directors/officers);
  3. Select Change Status in the actions above to Inactive, select Resign, set the effective date, select 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 Relationships > 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 of the blue banner where there are three dots (…) and click on them;
  6. Select Replace from the dropdown menu;
  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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