New > [Object]

Created by Shawna Crawford, last modified on Apr 28, 2016

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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/person.	Create Account / Person Information Tab Create Account / Insurance Tab Creating Accounts
Charge Batch
Payment Batch
Person
Organization	To create a guarantor organization.	Creating Organizations
Small Balance Writeoff

Preferences 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

Creating Small Business Writeoff

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