Setting up Individuals
This article will guide you through the start-to-finish process of manually setting up a new individual profile in Connectworks.
It is highly recommended that you search in Clients, Contacts for the person before adding an individual into Connectworks. The following article will guide you through the process of upgrading a contact to an individual.
Navigate to your firm's Clients tab.
In Clients, Individuals select the "I would like to..." menu at the top right of the page and then "Add a Person".
1. Search or Create
If you have APS or XPM connected to Connectworks, you can import the person
Manually create a new party
The following information is required to manually create a person.
Type of party
In the Management section, you can do the following
Set Partner, Manager or Business Unit
Annual review date
Select the appropriate plan, for an individual the plan is standard. For a person, this allows the firm to complete AML on the person directly, also the person can sign documents (tax returns etc).
To activate the plan immediately select the tick box Apply plan immediately (no loading grace).
Select +Add or +Add and edit to complete adding the Person into Connectworks.