Member & Entity Management Guide
In Asset-Map, a Member represents a person or legal entity (trust, business, etc.) associated with a household. Members can either be displayed on the visual Asset-Map or kept for reference in the Relationship Inventory.
1. Creating a New Member or Entity
There are three primary ways to add a member depending on your current view:
Method | Access Point | Best For... |
Sidebar Applet | Click the (+) icon at the top of the Sidebar. | Quick entry while viewing the Map. |
Actions Menu | Right-click the Map OR click the "Colorize Cross" in the left nav. | Adding members when the Sidebar is hidden. |
Relationships Page | Navigate to Relationships in the left nav menu. | High-volume data entry or adding non-mapped entities. |
Note: Required fields are marked with a red asterisk (*). While only the Essentials tab is required, completing the Details and Notes tabs provides a more robust financial profile.
2. Entering Member Data (The Edit Window)
The data entry window consists of three tabs: Essentials, Details, and Notes.
Birthdays & Age: You may enter a specific Date of Birth or simply type an age. If the date is a placeholder or estimated, check the "Date of birth is estimated" box.
Visuals: The selected Gender determines the avatar displayed on the Asset-Map.
Map Visibility: Check "Include in My Household" to show the member on the visual map.
Uncheck it to keep them only in the Relationship Inventory (useful for extended family or documenting other professionals associated with the household).
Dependents: Check the "Dependent" box for children/heirs; this is required for accurate Education Target-Maps™.
Notes: Supports formatting and URLs using the Notes tool bar. Notes can be optionally included in reports.
3. Managing Existing Members
Editing Information
On the Map: Click the member’s Avatar. If the sidebar is visible, expand the forms; if hidden, the edit window will pop up.
On the Relationships Page: Click the Pencil Icon next to the member's name.
On the Household Summary: Click the Action Icon (3-dots) on the Member pane.
Deleting and Restoring
To Delete: Click the Trash Can Icon associated with the member.
To Restore (Undelete):
Go to the Household page (left menu).
Click Edit next to the Household Name.
Select the Deleted Items tab.
Select the member and click Restore Selected.
[IMPORTANT]
Professional Relationships (Accountants, Attorneys, etc.) cannot be restored once deleted. All other members and entities can be recovered.
4. Non-Mapped Relationships
To document individuals who should not appear on the visual Asset-Map (e.g., Professionals or distant relatives):
Navigate to the Relationships Page.
Select Add New under "Personal Relationships," "Other Entities," or "Professional Relationships."
These entries do not require an age and will appear in the Relationship Inventory report but not on the map interface.
12/2025