What is People & Entities?
People & Entities is where you can manage contact cards for individuals, entities, trusts, wills, and more. When you upload a client's document into your Vault, Ester automatically pre-fills these data cards for you to review. However, you can always edit them in the People & Entities tab.
What kind of contact cards can I create or view in People & Entities?
You can create, view, or edit the below types of contact cards:
Person: such as your client, their spouse, or their family members
Entity: such as your client's LLC
Charity
Last Will & Testament
Trust
Class - Group of parties
How can I search for contact cards in People & Entities?
You can easily search for contact cards a few ways:
Using the search bar at the top of the People & Entities page
The tags at the top of the People & Entities table, which let you quickly filter cards by their card type, such as Trusts or Individuals
Using the Filter menu to filter cards by either card Type or Relationship
I don't have a client document to upload into the Vault yet, how can I manually add contact cards in People & Entities?
To add or edit contact cards in People & Entities, check out this article.
Can I customize what information I see on the People & Entities table?
Yes! You can choose whether to hide or show certain columns on the table based on your preference using the Columns menu. For example, maybe you only want to see the card Name, Type, Relationship, and Created By. You can easily check those fields to personalize your table view.
You can also rearrange the order of the columns by easily dragging and dropping them into your preferred order.