{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/258b3a258a144ca992b4dae7f2c53c26\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/258b3a258a144ca992b4dae7f2c53c26-04909fc3bad5b74a.gif","duration":143.406,"title":"Adding Associations to People Profiles Made Easy! 📊","description":"In this video, I walk you through the process of adding an association to a people's profile in our system. First, you'll need to navigate to the people tab and search for the individual's name. Once you select their profile, go to the associations tab and click the blue plus button to add a principal, agent, or contact, along with any relevant entities and addresses. Remember, you can add multiple entities and specify roles such as director or manager before confirming your additions. Please ensure to follow these steps carefully to maintain accurate records."}