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23 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2654 Views 0 Likes
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Mark as Deceased
3288 Views 4 Likes
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Edit the Date of Death
2368 Views 2 Likes
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About Member Types
1713 Views 0 Likes
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Track Individual Member Separately
3043 Views 0 Likes
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Update Employment
1655 Views 0 Likes
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Update Member Demographics
1642 Views 0 Likes
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Update Member Contact Information
2101 Views 1 Like
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Change Member Type
2220 Views 1 Like
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Update Member Name
2017 Views 0 Likes
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Reactivate a Member in Directory
1122 Views 0 Likes
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Match Directory and Public Accounts
2867 Views 3 Likes
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What happens to an account when a person is marked as deceased
1944 Views 2 Likes
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Directory Accounts and Public Accounts
943 Views 0 Likes
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Add Member to Family in Directory
1855 Views 0 Likes
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Remove Track Separately
1508 Views 0 Likes
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Deactivate a Member in Directory
1819 Views 0 Likes
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Update Safe Environment Certification in Directory
1334 Views 0 Likes
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Move Member to Another Family
1569 Views 0 Likes
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Add Tags
2351 Views 6 Likes
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Edit Public and Private Notes in Directory
1364 Views 0 Likes
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About Public and Private Notes
1331 Views 0 Likes
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Locate and View Directory Activity
2086 Views 2 Likes