0190-Manage Trust Account

Version

6.1.2

Description

• Enables the Trust Account portlet for users to perform the following tasks:

  • Search and view trust accounts

  • Maintain trust accounts

  • Perform trust account transactions

  • View and print trust accounts reports

• Enables the Trust Account tab, in the Record port, for users to perform the following tasks:

  • Manage all trust accounts associated with the current record or its associated address, parcel, contact, licensed professional, and parent record.

  • Set one trust account as the primary trust account.

Interdependency

Solution

All

Access

Trust Account portlet

Record portlet > Trust Account tab