If you work with Trusts, depending on how you want the information displayed, we recommend the below options:
Option 1: Use the Individual Contact Type and add a Trust Contact Category. That way the Trust can be associated, also be a product owner, and can become a member of the household to show the trust products on the Swivel summary.
Option 2: Create a Trust Contact Type and a Trust Contact Category*. This way, the Trust can have a primary and secondary contact and Members. In this use case, the Trust can still be assigned as a Product Owner, but they will have a separate Swivel Summary not tied to the contacts or members.
*If you like the option of pulling reports on the type of trust (ex: Special Needs Trust, Revocable Trust, etc.), instead of using the broad Trust Contact Category you may want to create more specific Contact Categories.
Add Contact Type
Swivel give you two options for adding Contact Types: directly from the +New Contact button and/or from the Data Setup page within Settings.
Add Contact Type from the +New Contact Button
Navigate to your contacts > click the +New Contact button
Select the +Create Contact Type option on the drop-down
Complete New Contact Type form pop-up window.
Name
Contact Intent
Unspecified: default option
Individual: this contact is a person that you will likely have demographic information on such as address, phone number, email, etc.
Organization: this contact is not an individual but rather an entity such as a Company, Trust, etc.
Description
Position (display order)
Allow Name Details (Must enable in order to add SSN, Legal Name, DOB, Medicare Number, etc.)
Allow Primary & Secondary Contacts (This should be reserved for Trusts, Committees, Companies and Organizations.)
Allow Members (If selected, this will allow you to link contacts as members and display on the record. This should be reserved for Trusts, Committees, Companies and Organizations.)
Rollup Member Data (If selected, notes and products for this contact will also display when you View Associations.)
Association Only (Do Not Enable, feature coming soon!)
Manage Custom Fields (Use to create a custom field)
Click Save button