Create Individual

The Create Individual window is accessed from the Add New Trust wizard by clicking Add New when you are asked to specify a trustee. It is used to create an individual trustee in a new trust client.

After you have initially entered the details required in the Create Individual window the new individual will be available in Control Centre only. An individual created using this window exists only as part of the new client that you were creating. You can edit and add to the details you have given in the Create Individual window using Main Details in Control Centre at a later date. You can also use the Main Details to set the individual up as a client in Personal Tax.

The Create Individual window asks for the following details:

Title - Choose the individual's title from the drop-down list or type in a title yourself.

Forename - Enter the individual's forename(s) e.g. John.

Surname - Enter the individual's surname e.g. Abrahams.

Letters - Enter any letters that the individual possesses e.g. B.A., B.Sc., J.P

Sex - Select the sex of the individual from the options box.