The New option in the File menu provides options for creating new objects in Connect.
Menu Option | Description | Additional Details |
---|---|---|
Account | To create a new guarantor account. | Create Account / Person Information Tab |
Charge Batch | To create a new charge batch. | |
Payment Batch | To create a new payment batch. | |
Person | To create a new person record. | |
Organization | To create a guarantor organization. | |
Small Balance Writeoff | To post a small balance writeoff to AR. |
New > Object Subtopics
Field Definitions
Create Account / Person Information Tab
Create Account / Insurance Tab
Create Person / Person Information Tab
Step-By-Step Guides