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23 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2604 Views 0 Likes
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Mark as Deceased
3236 Views 4 Likes
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Edit the Date of Death
2316 Views 2 Likes
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About Member Types
1682 Views 0 Likes
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Track Individual Member Separately
2992 Views 0 Likes
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Update Employment
1625 Views 0 Likes
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Update Member Demographics
1607 Views 0 Likes
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Update Member Contact Information
2074 Views 1 Like
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Change Member Type
2183 Views 1 Like
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Update Member Name
1982 Views 0 Likes
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Reactivate a Member in Directory
1103 Views 0 Likes
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Match Directory and Public Accounts
2798 Views 3 Likes
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What happens to an account when a person is marked as deceased
1917 Views 2 Likes
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Directory Accounts and Public Accounts
927 Views 0 Likes
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Add Member to Family in Directory
1818 Views 0 Likes
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Remove Track Separately
1476 Views 0 Likes
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Deactivate a Member in Directory
1784 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
1521 Views 0 Likes
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Add Tags
2301 Views 6 Likes
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Edit Public and Private Notes in Directory
1333 Views 0 Likes
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About Public and Private Notes
1295 Views 0 Likes
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Locate and View Directory Activity
2037 Views 2 Likes