Exploring Entities - Summary View

Updated on Mar 21, 2023

Entities Summary and Edit views are easily accessed via Super Search. Remember entities are the actual legal status of the person or organisation and are used to track the specific personal records and information (such as date of birth for an individual or date of incorporation of a company). Entities are also used in CompleteEmpire to manage log in access and security clearances.

Whereas a person can have many different accounts an entity is unique to one person or legal structure.

It is recommended but not essential that you establish an entity when you are setting up the account as the additional data is valuable.

As dealings progress with the account the opportunity should also be taken to add additional details as they become available to you.

Accessing Entities

Access the legal entity using Super Search or alternatively you can access via the Linked Entities window in an accounts Summary or Edit views.

Enter at least three characters into the Super Search field.
Locate, identify the correct Entity and open the the Entity Summary view by clicking on the entry grouped under the label {ENTITIES}.

Or another option is to use the Linked Entities window found in the Accounts Summary or Edit views.

Click on {Linked Entities} found in the Account Summary or Edit view to move the focus to the Linked Entities window in the Account Work Area.
Click on the entity name to open the Entity Summary view or the [Edit] pen icon to open the Entity Edit view.

Entities Summary view

Example of a typical Entities Summary view showing the entities details, address history and linked accounts.

Bookmarks	Brief Description
Entity Details	The primary entities details.
Address History	Record of changes to the accounts addresses.
Linked Accounts	Accounts that are linked to the selected Entity. Any person or account that has a controlling influence or access to this entity.