Add a Certificate Holder

1. Open the Property and Liability module of the account that you plan to edit.
2. Find the certificate within the list. Under the action menu, click Edit.  
   
3. Click Add Certificate Holder.
   
4. Fill in the General tab fields, selecting Organization or Individual first:
   • Type in the Name.
   • Type the street address in the Street 1, Street 2, and Street 3 fields.
   • Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
   • Type in the Phone Number.
   • Type in the Fax Number.
   • Type in the Email.
5. Proceed to the User-Defined tab and enter additional information as needed.
6. Click Add Certificate Holder.