You can view and modify the family members for each of your customers from a single page.
Choose one of the following:
Go to Front Desk > Population > Customers.
Go to Administration > Population Settings > Customers.
Search for and select the customer that you want to view.
Click Change Family Details.
On the Manage Customer Family Member / Friend Relationships page, choose one of the following:
To add an existing customer to the family:
Select a family that you want to add the customer to.
Click Add existing customer to selected family.
To add a new customer to the family:
Select a family that you want to add the customer to.
Click Add new customer to selected family.
To change the family role of the current customer or another family member:
Click the Role for the family member that you want to modify.
Select the new Role in Family for the family member.
Click Save.
To remove the current customer or another family member from the family, click Remove for the family member.
To view customer details for another family member, click the Name of the family member.
To retire a family member:
Select the checkbox in the Retire? column for the family member.
Click Submit.
To change the family address, click Change Address for Customer and one or more relations.
To edit the head of household:
In the Head of Household column, select the required customer account.
Click Submit.
Note: For complete descriptions of the options on this page, click here.
Adding a family member to a customer account
Changing the role of a family member
Adding or modifying a family role