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24 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2724 Views 0 Likes
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Mark as Deceased
3385 Views 4 Likes
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Edit the Date of Death
2433 Views 2 Likes
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About Member Types
1747 Views 0 Likes
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Track Individual Member Separately
3122 Views 0 Likes
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Update Employment
1711 Views 0 Likes
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Update Member Demographics
1684 Views 0 Likes
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Update Member Contact Information
2157 Views 1 Like
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Change Member Type
2283 Views 1 Like
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Update Member Name
2074 Views 0 Likes
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Reactivate a Member in Directory
1145 Views 0 Likes
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Match Directory and Public Accounts
2934 Views 3 Likes
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What happens to an account when a person is marked as deceased
1993 Views 2 Likes
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Directory Accounts and Public Accounts
965 Views 0 Likes
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Add Member to Family in Directory
1902 Views 0 Likes
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Remove Track Separately
1552 Views 0 Likes
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Deactivate a Member in Directory
1885 Views 0 Likes
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Update Safe Environment Certification in Directory
1381 Views 0 Likes
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Move Member to Another Family
1630 Views 0 Likes
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Add Tags
2414 Views 6 Likes
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Edit Public and Private Notes in Directory
1404 Views 0 Likes
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About Public and Private Notes
1380 Views 0 Likes
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Locate and View Directory Activity
2161 Views 2 Likes
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Edit Member External ID
50 Views 0 Likes