Associate Fields
The following fields are displayed when adding, modifying and viewing a party associate.
Associate Fields
Field Name Field Description
Party
This field is automatically populated with the name on the party record you are viewing.
Associate
Click Imageto find the necessary associate.
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.
Comment Type notes or comments related to the record. Click Image for additional space. Click Image to check the spelling of the text entered.