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Link Accounts from the Directory to a New Managed Account

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Mark as Deceased

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Edit the Date of Death

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About Member Types

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Track Individual Member Separately

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Update Employment

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Update Member Demographics

1413 Views 0 Likes
Update Member Contact Information

1879 Views 1 Like
Change Member Type

1936 Views 1 Like
Update Member Name

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Reactivate a Member in Directory

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Match Directory and Public Accounts

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What happens to an account when a person is marked as deceased

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Directory Accounts and Public Accounts

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Add Member to Family in Directory

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Remove Track Separately

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Deactivate a Member in Directory

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Update Safe Environment Certification in Directory

1148 Views 0 Likes
Move Member to Another Family

1301 Views 0 Likes
Add Tags

2018 Views 6 Likes
Edit Public and Private Notes in Directory

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About Public and Private Notes

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Locate and View Directory Activity

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