Note: For instructions on creating a company, click here.

To add a shareholder to a company, from within a company, click the Shareholders tab.

Click Shareholder. The Investors window displays.

Select an existing investor or click New to add a new investor.

For instructions on adding a new investor, click here.

Click OK to add the shareholder.

Enter the number of shares (No Shares) and press Enter. The shareholder is added to the Investor list.

Click OK to close the window.

Note: For instructions on creating an Investor with a Contact, click here.

1. To add Shareholders to an Investor Contact, click Company Details. The Company Details tab displays.

Note: Company must be ticked to add shareholders.

2. From the Shareholders section, click Shareholder. The Investor Contact window displays.

3. Select an Investor Contact and click OK. The Investor Contact displays in the field below the Shareholder button.

4. Enter the number of shares in the No Shares field and press Enter. The Shareholder is added to the Investor Contact.

5. Click OK to close the window.