This video tutorial will show you how to add new contacts to the system.
This process will replace Entities - Add in Troika Administrator. The following contact types can be added:
- Add Individual contact
- Add Trust contact
- Add Company contact
- Add Foundation contact
- Add Partnership contact
- Add Other contact (for government organisations and other non-standard legal entities).
Please see the onboarding tutorial if you have a managed entity that you need to add to the system. An entity record carries full administration records and allows you to maintain much more information about the record than a basic contact.