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Basics: Getting Started
Basics: Getting Started
Learn the basics of creating and managing entity and person records.
+1
25 articles in this collection
Written by
Adrian Camara,
Kyle Marks,
Nicole Burch
and 1 other
Getting Started With Athennian
Learn the basics of Athennian!
Written by
Laura Grégoire
Updated over a week ago
Entity Statuses
Learn the differences between each of the entity statuses in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Entity and People Search
Learn how to search for entities and people across your Athennian database!
Written by
Laura Grégoire
Updated over a week ago
Generating a Summary
Learn how to generate your own corporate summary in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Entity Records
Creating a New Entity Record
Learn how to create an entity from scratch or using a template.
Written by
Laura Grégoire
Updated over a week ago
Adding an Address to an Entity Record
Learn how to add entity addresses in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Merging Entity Addresses
Learn how to merge entity addresses in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Entity Templates
How to create an entity template to save time when creating similar entity records.
Written by
Laura Grégoire
Updated over a week ago
Duplicating an Entity Record
Copy and paste an existing entity record
Written by
Kyle Marks
Updated over a week ago
Deleting an Entity Record
Learn how easy it is to delete an entity in Athennian!
Written by
Adrian Camara
Updated over a week ago
Changing an Entity Name
Learn how to do an entity name change in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Adding Registrations to an Entity
Also called EP Registration (Canada) and Foreign Qualification (US)
Written by
Laura Grégoire
Updated over a week ago
Adding or Changing a Registered Agent
Learn how to add or change a registered agent!
Written by
Laura Grégoire
Updated over a week ago
Adding a Company Group
Learn how to create and manage company groups.
Written by
Kyle Marks
Updated over a week ago
Relationships
Understanding Relationships in Athennian
Written by
Laura Grégoire
Updated over a week ago
Uploading Alf Cards to Athennian
Learn how to quickly upload single or multiple ALF Cards directly into your Athennian database!
Written by
Kyle Marks
Updated over a week ago
Changing an Entity Type
Learn how easy it is to change an entity type in Athennian!
Written by
Adrian Camara
Updated over a week ago
Person Records
The Person Record Overview
A breakdown of the different sections of a person record
Written by
Laura Grégoire
Updated over a week ago
Creating a Person Record
Learn how to create a person record in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Adding Addresses to a Person Record
Learn how to add addresses to a person record in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Merging People Addresses
Learn how to merge people addresses in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Removing a Person Record
Learn how to remove a person record from Athennian!
Written by
Adrian Camara
Updated over a week ago
Adding an Interest to a Person Record
Learn how easy it is to add an interest directly from a person's profile in Athennian!
Written by
Laura Grégoire
Updated over a week ago
Removing Duplicate People Records
Merge existing duplicate people records to create one person record
Written by
Nicole Burch
Updated over a week ago
Using Aliases
Learn how easily Athennian stores aliases for individuals!
Written by
Adrian Camara
Updated over a week ago