You can use the Companies tab to filter the list of Companies. This tab displays the most common search fields: Name Type - select name type (Short or Official) to search by Name - The name of the entity Tax ID Type - Entity type, e.g., Clearing Broker, Commercial Corporation, Insurance Provider, Trust Code - Shorthand code of the entity
| Product Type - Product type provided by the Company, e.g., Life Insurance, Medical Insurance, Money Market, Municipal Bond Attributes Status Flags Loc. State Licensed in State(s)
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Use this tab to manage values that appear in the Attributes tab for all Companies. The Setup tab contains a separate entry for each Attribute.Open the tab to see the currently defined field values. The left side of the screen lists existing values: To define a new value, click the ADD button. To edit an existing value, select it from the list. Settings for a value appear on the right side of the tab. Specify the settings and click SAVE.
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