This section discusses how to setup and manage associates, this is done from the Trusts Grid by right clicking on a trust, going to trust details, and going to the sub menu Related Details, then selecting Associates.
Selecting the Associates option from the right click menu will display the Associates screen to the user, the Associates screen is shown below.
To add an Associate the user can press the Add Associates button, doing this will present the user with a list of all Companies and Trusts in the system excluding the current trust. Then the user can select a Company/Trust from the list and then press the select button, this will complete adding the associate.
To delete an Associate the user can select the Company/Trust from the list and press the Delete Associates button.