Managing family members for a customer

You can view and modify the family members for each of your customers from a single page.

 

    1. Choose one of the following:

    2. Search for and select the customer that you want to view.

    3. Click Change Family Details.

    4. On the Manage Customer Family Member / Friend Relationships page, choose one of the following:

        1. Select a family that you want to add the customer to.

        2. Click Add existing customer to selected family.

        1. Select a family that you want to add the customer to.

        2. Click Add new customer to selected family.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding a family member to a customer account

Changing the role of a family member

Adding or modifying a family role

 

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