Transfer Demographic Data to Family Members : Solution Center

Transfer Demographic Data to Family Members Print

Modified on: Fri, Apr 19, 2019 at 3:46 PM

1. Open client profile

2. Click Family on sidebar

3. Click Manage Family

4. Locate the family member's name you wish to transfer demographic data and click the gear icon under Option

5. Menu will expand

6. Click Transfer Data to Family Members

7. Screen overlay will appear

8. Select all family members you wish to copy this information to

9. Choose data to transfer by selecting the applicable check-boxes

10. If desired, choose custom fields by selecting the applicable check-boxes

11. Click Transfer data

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Transfer Demographic Data to Family Members Print