Field Name | Field Description |
---|---|
Party |
This field is automatically populated with the name on the party record you are viewing.
|
Associate |
Click
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Party to Associate |
From the drop-down list, select the relationship that the party has to the associate.
|
Associate to Party |
From the drop-down list, select the relationship that the associate has to the party.
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Comment | Type notes or comments related to the record. Click ![]() ![]() |