Search

Customize and Edit Display of the Entity Overview

Nonto
Nonto
  • Updated

Optimize the Entity Overview and streamline workflows by tailoring displayed fields to specific data needs.

Overview

The Edit Display feature allows for a personalized viewing experience within each Entity. By selecting or deselecting specific fields, individuals can focus on essential information—such as Company Group, Formation Date, or Tax ID—while hiding less relevant details. This includes the flexibility to surface all applicable principal roles—such as Ultimate Beneficial Owners, Trustees, or Incorporators—creating a more complete and accurate view of governance, ownership, and Entity management activities. These settings are saved at the user level, ensuring a consistent and efficient display across all Entities in the platform.

Availability: All customers.

Locate the Edit Display Button

  • Navigate to an Entity record and click on the Overview tab

  • Locate the Edit Display button at the top right of the page

Select Displayed Fields

  1. Click the Edit Display button to open the field selection menu

  2. Review the list of available Standard and Custom Fields

    • Standard fields include:

      • Entity type

      • Custom entity subtype

      • Entity registration number

      • Tax ID number

      • Minute book number

      • Client number

      • Unique ID Identifier

      • Unique ID Name

      • Company group

      • Home jurisdiction

      • Registered office/agent

      • Formation date
      • Floating fiscal year end
      • Fiscal year end
      • Public

      • Business address

      • Records address

      • Shared address

      • Billing address

      • Delivery address

      • Head office address

      • Mailing address

      • Residential address

      • Other address

      • Principals:

        • List all applicable principal roles (e.g., Directors, Officers, Managers, Signatories, General Partners, Incorporators, Members, Others, Partners, Trustees, Ultimate Beneficial Owners)

        • Choose specific statuses: Confirmed, Pending, Inactive

      • List ownership
        List classes (can choose specific statuses: Confirmed, Pending, Inactive)
        List holdings (can choose specific statuses: Confirmed, Inactive)
        Registrations

  3. Check the boxes next to the Fields required

  4. Uncheck the boxes for any unnecessary information to declutter the view

Preview and Apply Changes

  • Review the Entity Overview layout in the background to see how the selected Fields appear

  • Ensure the displayed information meets the necessary requirements for a clear understanding of the Entity details

  • Click the Apply button to save the customization settings

  • Observe the updated Entity Overview, which now features the tailored selection of information

Notes

User-Level Customization: 

  • Settings apply at the user level, displaying customized Entity Overviews across all Entities within the platform.

Entity-Type Specific Logic: 

  • Athennian automatically enforces Entity-type specific role logic to ensure information remains accurate. For example, Managers and Members are applicable to Limited Liability Companies, while General Partners apply to Limited Partnerships. 

  • If an Entity type does not meet the requirement to surface specific principal roles, those options will be locked down by default.

Video Instructions