Create interested party

"Infront Advisory Solution consulting process" module or "People management" module

1. To create an interested party, select a folder in the Explorer, e.g. the "Securities account management" folder, and then select the NEW, INTERESTED party command in the context menu.
   

   

   Or select a folder and then select the "Create new object" icon at the top of the Explorer and the INTERESTED party command in its expanded menu.
   The "Interested party properties" dialog box appears, in which you can enter all known data for the interested party.
2. Enter the name of the "interested party" in the first input field. You can use this name to access the interested party later in the evaluations.
3. Complete or change the details in all other fields if necessary.
   The details for these fields can be found in the table in the following section Prospect properties.
4. Select "OK" to confirm your entries. Or select "Cancel" to discard the entries and close the window.
   

   

   After creating an interested party, it appears in the Explorer with the icon shown here.