How to Add a New Custody Arrangement 

Add a New Custody Arrangements  

• Setup > Lists > Contacts > Custody Arrangements 

• If this is the first time, from the Search Criteria Screen 

• Click “+” to add a new Board Position 

• Type a Description 

• Type Display Sequence 

• Click the “SAVE” icon to accept the new item and return to previous screen 

• Results – new Custody Arrangements displays in the grid list