Maintaining Party Social Security Numbers
Multiple social security numbers can be entered on the party General tab if the party uses multiple IDs.
To add or modify Social Security information for a party:
1. Access a party record.
2. Access the General tab.
3. Click Image in the Social Security section, or select an existing Social Security number.
4. Type the Social Security number in the SSN field.
5. Select the Current Known SSN check box if the social security number added is the current known number for the party. If only one Social Security number is entered for a party, that number is automatically selected as the current known social security number.
6. Click Continue.
Updated and new Social Security numbers are displayed in this section. If you do not have the appropriate rights to edit Social Security numbers, the information is only viewable.
Related Links
Party General Tab Fields (Parent Topic)