Revise a Universal Certificate Holder

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Universal Certificate Holders.
3. Select the appropriate universal certificate holder in the list.
4. Click the Detail button.
5. Revise the holder information as necessary. Please note the following:
   • The Attn field can be used for an extension of the holder's name or for an additional address line.
   • The Zip field is searchable. Double click in the field and enter or select the appropriate zip code. The city and state then fill in automatically.
   • After entering the holder's email address, you can click the email button to email the holder directly from this screen.
6. Click Options to access the following workflows:
   • Archives
   • Listings Menu
   • • Memo
     • Contact
     • Note
   • Sticky Menu
   • Call History
   • Links
   • Create Label