How to add a family group or reference number to a Trust profile

For more information, please refer to the instructions below:

A family group or reference number can be used to identify and sort Trusts, which is a great way to add an extra level of organization to your Trusts. 

To add a reference number of family group, navigate to Menu > Trust.

Click on a Trust from your Trust list, and select “See full profile”.

1.png

Click on ‘Update Trust details’ to edit/update the Trust Profile.

A pop-up screen will appear and prompt you to input a reason for the change.  

Click on continue to edit the Trust Profile.

Then click on ‘EDIT’ on the Trust information section of the profile



Enter the Reference number and/of Family Group and press ‘Save.

You can search for a reference number of family group in the search toolbar available on the Trust List.

mceclip1.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.