Use this page to create and maintain family roles.
Go to Administration > Population Settings > Family Roles.
The following options are included on the Change Family Role page:
| Name of Field | Type |
Description |
Change Family Role |
||
Family Role |
Text |
Name of the family role. |
Immediate Family Member |
Checkbox |
Indicates whether this family role is designated as an immediate family member. For example: Parent or Child.
Note that when a new customer record is first created, the only family roles options available are the ones designated as 'immediate family'. |
Prevent Further Use? |
Checkbox |
Option to retire the family role so that it does not appear in the list of available family roles. |