Ownership Information Tab

This tab displays each owner name associated with the company along with their ownership percentage and default ownership value.

Once you review the information on this tab, you have the following options:

• Create a new constituent record with the selected information by clicking Add constituent. The Select options to add constituent screen appears.

  1. Select the Last name, First name, and if necessary Middle name you want to use in the constituent record. Your options default to the names included in the business ownership summary.

  2. In the Address to use field, select the address type on the individual constituent record to which you want to assign the address associated with the selected business ownership record.

  3. In the Organization section, select how you want to handle the business organization information included in the selected business ownership record. You can Add a new organization record to your database or Search existing organizations to which to add the business ownership data.

  4. In the Relationship section, identify what the individual’s relationship is to the organization included in the business ownership record. For example, “Owner.”

  5. Select Continue. The Add an individual screen appears.

  6. Add any additional information you want to include on this constituent record. For information about the items included on this screen, see the Contact Information section of the Constituent Records chapter in the Prospects & Wealth Management Guide.

  7. Select Save. The new constituent’s Wealth and Ratings page appears. If you want to create additional constituent records based on other information included in the business ownership summary, select Back to return to the search Details page.

• Add selected information to an existing constituent in your database by clicking Add to constituent and selecting Company address or Mailing address. The Select constituent screen appears.

• Locate and select the constituent to which you want to add the selected information. The Add an address screen appears.

• Add any additional information you want to include on this constituent record. For information about the items included on this screen, see the Contact Information section of the Constituent Records chapter in the Prospects & Wealth Management Guide.

• Select Save. The new constituent’s Wealth and Ratings page appears. If you want to create additional constituent records based on other information included in the business ownership summary, select Back to return to the search Details page.