The New option ...UPDATE!option in the File menu provides options for creating new objects in Connect.
Menu Option | Description | Additional Details |
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Account | To create a new guarantor account/person. | Create Account / Person Information Tab |
Charge Batch | ||
Payment Batch | ||
Person | ||
Organization | To create a guarantor organization. | Creating Organizations |
Small Balance Writeoff |
Panel | ||||||||
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Field DefinitionsCreate Account / Person Information Tab Create Account / Insurance Tab Create Person / Person Information Tab Step-By-Step GuidesReactivating Inactive Insurance Creating Charge Batch Creating Payment Batch Creating Person Creating OrganizationOrganizations Creating Small Business Writeoff |