2.4.4.5.1 Adding Transactions to Persons Involved Records

To add one or more transactions to a Persons Involved record, follow these steps:

  1. In the Edit Persons window, either select from the drop-down list or enter into the text box (multiple entries must be separated by commas) the Transaction ID or IDs you wish to associate with this account.
  2. Click Save. The Persons Involved record is updated.