A Household Member is more than just a "family member". A Member is any person or entity that can have something to do with the client's financial situation. A CPA, an Attorney, a Business Partner can be considered a household member because they are a piece of the puzzle that you may want to include. (Note: human members all require some kind of age estimate.)
Access to adding Members and Legal Entities is found by:
Clicking the Tools menu, then Actions, then Member or Entity
Clicking the action icon (3 dot icon) on the Member pane on the Household Summary page
Clicking the Members selection on the Tools menu and selecting New Member from the Members & Entities list page
Add Data
Use the three tabs of the edit window.
The Essentials tab is required, the other two tabs are optional (but valuable to complete).
Notes can be viewed as a Report on the household's Reports page.
The Member/Entity list is a Report on the household's Reports page called "Member Inventory". It includes Date of Birth and Age.
You can type an Age instead of a date.
Use the "Date of birth is estimated" checkbox if the date of birth is not confirmed.
Select or Change Gender as appropriate. This changes the avatar on the Asset-Map.
The Relationship to Household on the Details tab is printed on the electronic PDF but not on the map web page.
Remember that highlighting notes on the Notes tab provides you with formatting options and a web linking option.
Delete a member or entity by clicking the trash can icon.
Or click the trash can icon on the Members page.
Restore a Deleted Member
Enter the Household Details page of the household by clicking the home icon on the left menu.
Click the "edit" link next to the household's name.
Click the Deleted Items link and select the member to restore.
Click the button to restore the member.
Edit a Household Member
Edit a Household Member by clicking its avatar on the map, or the pencil icon or "Type" name on the Members page.
7/2023