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Members Pane Household Summary Page

Add Members and Legal Entities to the Household

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a month ago

Members and Legal Entities that have a financial impact on the household, or those that may be valuable to catalog but do not need to appear on the map, may be included from this interface. The Members and entities list may be generated from the Relationships page as an individual report or as part of a larger report from the household's Reports tab.

10/2024

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