0278-Associate People
Version
6.6.0
Description
Enables the Associated People tab in the Trust Account portlet for users to manage the relationship between trust accounts and licensed professionals or contacts.
Interdependency
| Parent | 0190-Manage Trust Account |
| Child | 0084-Reference People Contact |
| Child | 0008-Reference Licensed Professionals |
Solution
All
Access
Trust Account portlet > Associated People