Directors, Members & Trust Register Tabs

Depending on the Entity type of the client you have clicked on in the Client table, you might see one of these tabs: Directors, Members or Trust Register.

To add a record to these tabs:

• click on the applicable tab in the top right.

• Next click on 'ADD RECORD'.

• A form will open where you can add details.

• The Client field under the Company section will autofill.

• Under the Client Name section, you can select from your Existing Client or add a new name. If you select from the existing client list, a lot of details will automatically pull through from the client table once you click Save.

• Once you are done adding all the records you need, you can close both windows by clicking on the X in the top right corner.

Bulk Upload

Please email support@mydatagrows.com to book a session where we can help you do a bulk upload.