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The New option in the File menu provides options for creating new objects in Connect.
Create Account / Person Information Tab
Create Account / Insurance Tab
Creating Accounts
Create Person / Person Information Tab
Create Person / Insurance Tab
Creating Person
Create Organization Page
Creating Organizations
Small Balance Writeoff Page
Posting Small Balance Writeoff
Create Insurance Window
Update Insurance Window
Adding Insurance
Editing Insurance
Expiring Insurance
Reactivating Inactive Insurance