Individual / Item Allocation Quick View

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

Individual / Item Quick View

Quickly review a list of each individual and the assets or inventory items that have been assigned or assigned to them.

From this list you may also manage your individual list or the item catalog. If an individual is highlighted in the list and  one of the edit buttons is pressed ( Insert, Change, Delete ) the appropriate action will be executed on the individual file. On the other hand, if an asset or inventory item is highlighted the action will be executed on the item catalog.

See Also: Important Legal Reminder

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