Your client just gave you their divorce decree. Where should you record and file the summary of a client's divorce decree?
Although it is not an estate item, it can be tracked as one.
Part 1 - This is done once
·Go to the Operations menu and select Pick Lists.
·Select the Estate Types pick list and add a new record "Divorce Decree."
Part 2 - Do this for each client that has a divorce decree
·Open the client's profile and select the Estate tab.
·Click the Add button (+) to add an estate item.
Select "Divorce Decree" as the Estate Document Type