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Directors/Shareholders

The Directors/Shareholders section of the Clients window enables you assign numbers of shares to the client's directorships and shareholdings.

How do I add directors and shareholders to the client?

1. Open the Edit view in the left-hand pane.
2. Click Clients in the left-hand pane.
3. The Clients window opens in the main workspace. Select the relevant client.
4. Click the Directors/Shareholders tab.
5. Specify the necessary Director/Shareholder details.
6. Click Submit.

You have saved a director or shareholder for this client.

How do I assign a number of shares to a director or shareholder?

1. After you click Submit above, click the Client button.
2. You are returned to the client details record. Open the Directors/Shareholders tab.
3. Select a director or shareholder in the drop-down list.
4. Enter the relevant number of shares.
5. Click Submit.

You have assigned a number of shares to a director or shareholder.

See also

Client Window

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