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Mission #10: Administrator

Lindsay Bushong
Lindsay Bushong
  • Updated October 08, 2021 22:39

Objective: By the end of this mission you will be able to merge duplicate people, entity and address records. 

Steps:

  1. Merge two entity records
  2. Merge two person records
  3. Merge two address records

Video Tutorial:

Related articles

  • Mission #1: Getting Started with Athennian
  • Mission #9: Custom Reports
  • Mission #6: Securities / Classes & Transactions
  • Mission #7: Generating Documents, Integrations, and Signatures
  • Mission #4: Principal Management

Articles in this section

  • Mission #1: Getting Started with Athennian
  • Mission #2: Entity Records
  • Mission #3: People Records
  • Mission #4: Principal Management
  • Mission #5: Agents, Registrations and Annual Compliance
  • Mission #6: Securities / Classes & Transactions
  • Mission #7: Generating Documents, Integrations, and Signatures
  • Mission #8: Virtual Minute Book
  • Mission #9: Custom Reports
  • Mission #10: Administrator
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