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Interested Party
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Interested Party
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Adding a New Interested Party
Assuming you have the correct permissions to set up a new Interested Party, on the top-left corner, click on Menu > Interested Party A blank ‘ New Interested Party ’ Form pops up in which the fields marked with a red asterisk ( * ) ...
Updated on : 11 Jul 2025
Searching for an Interested Party
You can search for an Interested Party’s profile in FoundationHub using the steps below: Using the Search Bar, enter the Interested Party’s Name or Customer Id Code . Next, select “ Interested Party ” as the contact type and press Enter or...
Updated on : 11 Jul 2025
Interested Party - Edit Capabilities
An Interested Party’s profile consists of various sections which allow you to access and manage their information. Note: The icon allow you to edit previously entered information, the icon allows you to add more information, and the icon...
Updated on : 11 Jul 2025