The New option in the File menu provides options for creating new objects in Connect.

Menu Option

Description

Additional Details 

AccountTo create a new guarantor account.

Create Account / Person Information Tab

Create Account / Insurance Tab

Creating Accounts

Charge BatchTo create a new charge batch.Creating Charge Batches
Payment BatchTo create a new payment batch. 
PersonTo create a new person record.

Create Person / Person Information Tab

Create Person / Insurance Tab 

Creating Person

Organization To create a guarantor organization.

Create Organization Page

Creating Organizations

Small Balance Writeoff To post a small balance writeoff to AR.

Small Balance Writeoff Page

Posting Small Balance Writeoff

New > Object Subtopics

Field Definitions

Create Account / Person Information Tab

Create Account / Insurance Tab

Create Person / Person Information Tab

Create Person / Insurance Tab

Create Insurance Window

Update Insurance Window

Create Organization Page

Small Balance Writeoff Page

Step-By-Step Guides

Creating Accounts

Creating Person

Adding Insurance

Editing Insurance

Expiring Insurance

Reactivating Inactive Insurance

Creating Organizations

Posting Small Balance Writeoff

 

 

 

 

Related Topics
File Menu Tasks

 

 

 

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