The members feature allows you to include specific information about other family members or dependents of the client. You can enter an additional primary member when initially creating the client profile. The client and the additional primary member will also be saved separately under the Members page.
To add additional members:
In the left navigation pane, click the Client Management tab, and then select Clients.
From the client grid area, double-click on the client you want to add members to. The client record will open to the Accounts area.
Under the Client Profile, click the Members page.
From the tool bar menu, click the Add Member icon. The New Member dialog opens.
Enter the member information. Blue fields are required.
When you are done entering member data, click Save and Close. The member is saved and appears in the Members grid.