Click Client administration > Clients. On the Clients list, select and open a client and then click Compliance > Alternate names.
Here you can keep records of alternative names that a business party may currently have or used to have.
For more information on custom lists and views see How to manage lists and views.
Navigating the list
The following tables provide descriptions for the controls in this list. Column positions and headers may have been changed by your system administrator. Columns may have been added to the list or removed.
Actions
|
Action |
Description |
|
Actions |
Opens a menu to select available functions associated with the area being worked with. |
|
View |
Opens a menu to select or save a layout for the specific list being viewed. |
|
Export to excel |
Exports the current list being viewed into a new Excel document. |
|
|
Opens a dialogue box to select print options. |
|
Print preview |
Opens a Print preview window. |
|
Add alternate name |
Opens a form to add new alternate names. See Alternate name (form) for more details. |
|
Delete |
The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database. |
|
Properties |
The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list. |
|
Refresh |
Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data. |
Fields
|
Field |
Description |
|
Category |
The category in which the alternative name falls under. For example, previous name, maiden name or alias. |
|
Name |
The alternative name the business party has. |
|
From date |
The start date this record will be valid from. |
|
Thru date |
The end date this record will valid until. |
|
Created by |
The user who created this record. |
|
Created on |
The date this record was created. |
|
Modified by |
The last user to modify the details of this record. |
|
Modified on |
The date this record was last modified. |
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