Question

If the Relationship you want to tie to the loan is not in "Suggested Entities" or "Search Entities" what button do you click to the Relationship from the Entity Involvement page?

Generate New
+ new Entity
Make a new relationship

Answer 1

To create a new relationship if it is not in the suggested or searched entities, you need to generate a new entity and make a new relationship.

Step-by-step explanation:

If the relationship you want to tie to the loan is not in "Suggested Entities" or "Search Entities," you need to click the button to generate a new entity and make a new relationship.