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23 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2608 Views 0 Likes
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Mark as Deceased
3238 Views 4 Likes
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Edit the Date of Death
2320 Views 2 Likes
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About Member Types
1684 Views 0 Likes
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Track Individual Member Separately
2998 Views 0 Likes
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Update Employment
1627 Views 0 Likes
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Update Member Demographics
1609 Views 0 Likes
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Update Member Contact Information
2075 Views 1 Like
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Change Member Type
2184 Views 1 Like
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Update Member Name
1984 Views 0 Likes
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Reactivate a Member in Directory
1104 Views 0 Likes
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Match Directory and Public Accounts
2801 Views 3 Likes
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What happens to an account when a person is marked as deceased
1920 Views 2 Likes
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Directory Accounts and Public Accounts
928 Views 0 Likes
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Add Member to Family in Directory
1820 Views 0 Likes
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Remove Track Separately
1477 Views 0 Likes
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Deactivate a Member in Directory
1786 Views 0 Likes
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Update Safe Environment Certification in Directory
1308 Views 0 Likes
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Move Member to Another Family
1526 Views 0 Likes
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Add Tags
2305 Views 6 Likes
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Edit Public and Private Notes in Directory
1335 Views 0 Likes
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About Public and Private Notes
1298 Views 0 Likes
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Locate and View Directory Activity
2041 Views 2 Likes