Computerize Your Assets Help

Recipient List Management

Recipient List Management

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Recipient List Management

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** NOTE: Estate Planning is available only in the extended version **

 

Recipient List Management

 

You manage your list of individuals that you wish to assign items to from this Browse list. We recommend you prepare this prior to entering your assets into the catalog if you plan on using this feature and, of course, you have purchased the extended version of Computerize Your Assets. Doing so will allow the process of assignment to much easier during the input phase of the inventory items.

 

 

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First Name

Type in the persons first name  ( Required )

Last Name

Type in the persons last name  ( Required )

Middle Name

Type in the persons middle name or initial  ( Optional )

Suffix

Type in the persons suffix such as Jr., III etc.  ( Optional )

Gender

Select the gender for this person by clicking on the appropriate choice  ( Required )

Relationship

Type in or select from the drop list the relationship of this person to you  ( Optional )

Address

Type in the street or mailing address for this person  ( Optional )

Address 2

Second address line if needed  ( Optional )

City

Type in the name of the city  ( Optional )

State

Type in the name of the state  ( Optional )

Country

Type in the country  ( Optional )

Postal Code

Type in the zip/postal code  ( Optional )

Phone Number

Type in the phone number  ( Optional )

Alternate Phone

Type in an alternate phone number if available  ( Optional )

Email Address

Type in the Email address for this person  ( Optional )

 

 

 

See Also: Important Legal Reminder

 


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