Adding An Owner To A Company

In Addition to being able to import a list of companies and owners into your program, you can hand-edit your list. As to adding an owner specifically, there are a few different ways this can be done:

I Would Like to See How To:

A. Add an Owner to a Company

B. Add Multiple Owners to the Same Company

C. Add A Person Without a Company

Section A: Add An Owner to A Company

Adding an owner to a company is very much like adding a new company, except you first select the name of the company you would like to add an owner to in the list on the left first (See Step A1).

panel_framecompanies_addnew

Once you've selected the name of the company to add to, the second thing you should do is click the 'Add New' button (Click the one in the 'Edit Owner's frame, see Fig A2). The fields in the 'Edit Owner' frame will be blanked, so you will know you are adding an owner.

screen_addowner_stepaddnew

The next thing to do is fill in as much of the person's name as you can (See Fig A3).

screen_addowner_stepfillinnames

The last step before clicking 'Save' is to set the correct match level for this owner (See Fig 4A, below).

(Fig 4A)

screen_addowner_matchlevel

Here is an explanation of what the levels are and their meaning in life:

In the following example, the owner's name is 'Doe, John Eddie':

Match Level	Explanation	Literal Example
1	Last Name	JOHN
2	Last Name, First Initial	JOHN D
3	Last Name, First Name	JOHN DOE
4	Last Name, First Name, Middle Initial	JOHN DOE E
5	Last Name, First Name, Middle Name	JOHN DOE EDDIE

Finally, save your owner by clicking the 'Save' button in the 'Edit Owner's frame (See Fig A5).

(Fig A5)

screen_addowner_stepsave

Section B: Adding Multiple Owners to A Company

Adding multiple owners is exactly the same as adding a single owner. Just select a company in the list which already has an owner, click 'Add New' in the 'Edit Owner's frame. Type in the name of the new owner, set the match level, and click 'Save'. Now you have multiple owners, you will see the previous and new owners now in the list of owners on the left.

Section C: Adding A Person Without a Company

Adding a person without a company is basically the same as adding an owner to the list, but some of the steps are different, such as the beginning steps, and the end result. (The Owner gets added to the company list instead of the owner list. This impacts match levels as well, the match string be calculated as if it were a company) Here are the steps necessary to add an owner without a company.

First, Click the 'Add New' button in the 'EDIT COMPANY' frame. This will deselect the company, so you can add an owner that isn't associated. Once the company is cleared, you should then click the 'Add New' button in the 'EDIT OWNER' frame (See Fig C1).

(Fig C1)

screen_addownernocompany

The next thing to do is fill in as much of the person's name as you can (See Fig A3).

(Fig A3)

screen_addowner_stepfillinnames

This step is slightly different, because of the way it saves the owner as a company instead of an owner. By keeping this in mind, just select the level as if it were a company. Here is a table showing how the match levels work in this case.

In this example, we'll use the owner's name 'John Doe A'..

Match Level	Explanation	Literal Example
1	Will take the First Word in the Name	JOHN
2	Takes the First Two Words	JOHN DOE
3	Takes the First Three Words	JOHN DOE A
4	Takes The First Four Words	JOHN DOE A
5	Matches on the Entire Company Name	JOHN DOE A

The Final Step is simply to click the 'Save' button in the 'Edit Owner's frame (See Fig C4-A). Your owner will be added to the company list instead of the owner list. This is because it is not associated with a company (See Fig C4-B).

(Fig C4-A)

screen_addowner_stepsave

(Fig C4-B)

screen_addownernocompany_finished