How-To Add A Contact As A Company

How-To Add A Contact As A Company



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    • Add Joint Sponsor

      How to add a Joint Sponsor to an existing case? Adding a Sponsor to a case is easy and allows the user to assign a form to that person. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...
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    • Add or Delete a Beneficiary to an Existing Case

      How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...