How do I add/remove bond companies?
A bond is a written promise by an organization to pay the face amount at the maturity date. A bond company is the bank or insurance company that provides bonds on behalf of the organization.
Add a bond company
Create a new record for a bond company.
Do this...
1. Open Connect Property Improvements > Organization > Bond Companies.
2. Click New (CTRL+N).
3. Fill in the bond company properties.
4. Click Save (CTRL+S).
The bond company is saved.
Change a bond company
Edit the properties assigned to a bond company.
Do this..
1. Open Connect Property Improvements > Organization > Bond Companies.
2. Use the Lookup bar to enter a bond company name or number. Press Enter.
3. Change the properties on the record.
4. Click Save (CTRL+S).
The bond company is updated.
Delete a bond company
You cannot remove a bond company when related transactions exist.
Do this...
1. Open Connect Property Improvements > Organization > Bond Companies.
2. Use the Lookup bar to enter a bond company name or number. Press Enter.
3. Click Delete (CTRL+D).
The bond company is deleted.
Options
Address, telephone, and email
An address is a set of directions for delivery of letters and packages. Use a ten-digit telephone number (801) 555-5555 to enter telephone and fax numbers. Use a typical name@organization.org format to enter the email address.
Bond company name
A Bond Company Name is a word or phrase that constitutes the distinctive designation of an organization that issues bonds.
Bond company number
The Bond Company Number is a unique number assigned to the bond company.
Contact name
A contact is a person serving as a go-between or connection, with a special responsibility to serve an account or a customer.
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