This section of Arranging Director allows you to create another contract for this client record.
Open a record and navigate to Client Arrangement > Add Ons.
All Add Ons will be displayed. To create a new one, click on the ‘Enter A New Add On’ button.
All available contract information will display. Scroll through the options and enter a dollar amount for any add ons that are required.
As you scroll, the Update-Values button on the right side of the screen will also scroll. It’s important to update any new information immediately after it’s entered. A pop-up will appear to indicate that the update is successful.
Scroll further down the page to confirm the Add On information is correct and then add the Buyer Information if required.
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