Entity Types

INDIVIDUALS

• The Difference Between Individuals, Clients & Contacts
• Upgrade or Downgrade a Contact to an Individual
• Setting up Individuals
• Importing Individuals from XPM
• Importing Individuals from APS
• How to Edit Individual Profiles

ESTATES

• Setting Up Estates

PARTNERSHIPS

• Setting up Partnerships
• How to Edit Partnerships Profiles
• Adding associated parties to Partnerships

LPs

• Setting up an LP