Trustees

Trustees

Overview

Actions

Field Descriptions

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Use the Trustees module to record the Trustees of an account.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Trustee records.

To…

Then…

Create a Trustee record

  1. Access the Trustee Create form using one of the following:
    • Click Accounts > Trustees > Create Trustee from the Navigation menu.
    • Click Create New on the Trustees List View.
  2. Complete the Trustee Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Trustees

Click Accounts > Trustees > View Trustees.
The Trustees List View displays.

Display the details for a Trustee record

Click the name in the Trustees List View.
The Trustee Detail View displays.

Edit trustee information

  1. Access the Trustee Edit View by doing one of the following:
    • Click Edit in the Trustee Detail View.
    • Click the edit icon (pencil) associated with the record in the Trustees List View.
  2. Update the information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Trustee records

  1. In the Trustees List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single record by clicking Suppress on the Trustee Detail View.

Update information related to multiple Trustees

  1. In the Trustees List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate trustee information

Click Duplicate in the Trustee Detail View. Duplication is a convenient way of creating a similar Trustee record. You can change and save the information in the duplicate record to create a new record.

Find and merge duplicate records

Follow the instructions in Merging duplicate records.

Export records

  1. In the Trustees List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Account

Click the Account to which this person is a Trustee on the Accounts Popup List View (displays upon clicking the Selection arrow) or the list of accounts matching the character(s) you enter.

Assigned to

By default, the record is assigned to the creator of the Trustee record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Trustee

If the trustee is in ProTracker as a Contact, click the name of the Trustee in the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of contacts matching the character(s) you enter.

Trustee Name

Enter the name of the trustee if that person does not exist in the Contact list and you do not intend to add the name.

Role

Click the trustee role; e.g., primary or successor.

Date Verified

On the Date Selector click the date on which the Trustee information was verified.

Send Statements

Click the checkbox if the trustee receives account statements.

Send Mail

Click this checkbox if the trustee receives mail related to this account.

Send Reports

Click this checkbox if the trustee receives reports related to this account.

Ok to Speak To

Click this checkbox if it is okay for the firm to contact this person.

Description

Enter additional details about the Trustee record.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Trustee, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

This is a mandatory field.

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