Recipient Fields
Complete the following fields to maintain recipients.
Name – Person Fields
| Field Name | Field Description |
|---|---|
| Title | Select the appropriate title from the drop-down list. |
| First Name | Type the person’s first name. |
| Middle Name | Type the party's middle name, if known. |
| Last Name | You are required to enter the party's last name when you select the Person option. |
| Suffix | If necessary, select the appropriate name suffix from the list (e.g., Jr.). |
Name – Business Fields
| Field Name | Field Description |
|---|---|
| Business Name | Type the business name for the party. |
Hold Details
| Field Name | Field Description |
|---|---|
| Hold Disbursements Indefinitely | Select this check box to hold the recipients disbursements indefinitely. |
| Hold Until Fully Paid | Select this check box to hold the recipient’s funds until the full amount has been paid. |
Address
Phones and E-Mail Fields
| Field Name | Field Description |
|---|---|
| Home/Ext. | Type the phone number for the recipient’s home phone. If necessary, type the extension for the phone number. |
| Work/Ext. | Type the phone number for the recipient’s work phone. If necessary, type the extension for the phone number. |
| Fax/Ext. | Type the phone number for the recipient’s fax machine. If necessary, type the extension for the phone number. |
| Cell/Ext. | Type the phone number for the recipient’s cell phone. If necessary, type the extension for the phone number. |
Type the e-mail address for the party. Click  to send an e-mail to the party.
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