/
Participant Types
Participant Types
How to add new Participant Types
Click on the New Participant Type button, this will bring you to the editing page where you can:
- Description: The name of the participant type
- Sequence No.: The order in which the type appears in the list
- Participant Role: Decide if the participant type has a specific role
- Display Bank Details: Decide whether you want the participant's bank details to be displayed
- Merge Fields: You can specify the merge field names for use in email and document templates
- Participant Auto-Add & Commission Setup: Specify the commission setup for your new participant
-Participant Types
-Edit Participant Types screen
, multiple selections available,
Related content
Setting up new participants
Setting up new participants
More like this
Participant Firms
Participant Firms
More like this
Participant Clubs
Participant Clubs
More like this
Participant Custom Fields
Participant Custom Fields
More like this
Interest Rate Type
Interest Rate Type
More like this
New Company Client
New Company Client
More like this