Can I change a holding from single to joint?

Once a holding has been added, you can change the holding to make it joint or single.

For example, you have added a single holding and you need to link this with the partner record so it shows on both client and partner records.

Start by navigating to Client> Holdings 

Click into the holding you would like to amend:

Select 'Change' next to the 'Lives' field:

To set the holding joint, select 'Set as Joint using the associated client shown above'

This will copy own the partners details into the 'Joint life contract holder' box and will add the partners name to the contract holders names, life/lives assured and display fields.

If you have set the holding joint in error, click the link 'Revert to single life contract for ## ###'

Once done, select '<I Return'.