Solution Center

1. Open your client’s profile and click Family on the sidebar 2. Click Manage Family 3. Click Add Family Member 4. Type the family member's name ...

1. Open client profile  2. Click Family on sidebar 3. Click Manage Family Your client will be listed as Head of Household by default If family members...

1. Open client profile 2. Click Family from the sidebar 3. Click Manage Family 4. Locate the client you wish to transfer to another family and click th...

This function is available only when the client is already connected to family members within the system 1. Open client profile  2. Click Family from the ...

1. Open client profile 2. Select Family from sidebar 3. Click Manage Family 4. Locate the client you wish to remove from this family 5. Click the gear...

1. Open client profile 2. Select Family from sidebar 3. Click Manage Family 4. Locate the client you wish to change relation status 5. Click the drop-...

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 ...