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23 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2667 Views 0 Likes
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Mark as Deceased
3312 Views 4 Likes
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Edit the Date of Death
2378 Views 2 Likes
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About Member Types
1720 Views 0 Likes
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Track Individual Member Separately
3056 Views 0 Likes
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Update Employment
1669 Views 0 Likes
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Update Member Demographics
1653 Views 0 Likes
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Update Member Contact Information
2116 Views 1 Like
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Change Member Type
2232 Views 1 Like
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Update Member Name
2029 Views 0 Likes
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Reactivate a Member in Directory
1127 Views 0 Likes
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Match Directory and Public Accounts
2883 Views 3 Likes
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What happens to an account when a person is marked as deceased
1953 Views 2 Likes
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Directory Accounts and Public Accounts
950 Views 0 Likes
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Add Member to Family in Directory
1865 Views 0 Likes
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Remove Track Separately
1515 Views 0 Likes
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Deactivate a Member in Directory
1834 Views 0 Likes
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Update Safe Environment Certification in Directory
1344 Views 0 Likes
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Move Member to Another Family
1582 Views 0 Likes
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Add Tags
2361 Views 6 Likes
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Edit Public and Private Notes in Directory
1369 Views 0 Likes
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About Public and Private Notes
1339 Views 0 Likes
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Locate and View Directory Activity
2100 Views 2 Likes