This video tutorial will show you how to edit contact and entity records. You'll also learn how to update the administration records for entities.


The records that you will learn to update include:

  • General details about the entity or contact
  • Contact information, including addresses and phone numbers
  • The entity records that can be updated, including the following sections (portlets) of information about the entities and contacts:
    • Names & References
    • Identity
    • ID References
    • Contact Memo
    • Personal Information
    • Identification
    • Telephone Numbers
    • Internet
    • Addresses
    • Categories
    • Custom Data
    • Control Levels
    • US Residence
    • US Identification & Forms
    • Company Details
    • Trust Details
    • Partnership Details
    • Individual Details
    • Foundation Details
    • Other Details
    • Partnership Administration
    • Trading
    • Tax
    • VAT
    • Engagement
    • Accounting
    • Annual Returns
    • Annual General Meetings
    • Company Secretarial
    • Trust Management
    • Entity Memo
    • FATCA Classification
    • FATCA FI/FFI Registration



 


For further information on managing name changes and viewing former names history, see here.