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24 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2763 Views 0 Likes
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Mark as Deceased
3426 Views 4 Likes
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Edit the Date of Death
2462 Views 2 Likes
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About Member Types
1772 Views 0 Likes
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Track Individual Member Separately
3152 Views 0 Likes
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Update Employment
1734 Views 0 Likes
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Update Member Demographics
1704 Views 0 Likes
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Update Member Contact Information
2178 Views 1 Like
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Change Member Type
2312 Views 1 Like
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Update Member Name
2099 Views 0 Likes
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Reactivate a Member in Directory
1156 Views 0 Likes
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Match Directory and Public Accounts
2976 Views 3 Likes
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What happens to an account when a person is marked as deceased
2017 Views 2 Likes
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Directory Accounts and Public Accounts
979 Views 0 Likes
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Add Member to Family in Directory
1935 Views 0 Likes
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Remove Track Separately
1566 Views 0 Likes
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Deactivate a Member in Directory
1909 Views 0 Likes
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Update Safe Environment Certification in Directory
1405 Views 0 Likes
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Move Member to Another Family
1657 Views 0 Likes
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Add Tags
2442 Views 6 Likes
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Edit Public and Private Notes in Directory
1423 Views 0 Likes
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About Public and Private Notes
1405 Views 0 Likes
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Locate and View Directory Activity
2204 Views 2 Likes
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Edit Member External ID
79 Views 0 Likes