The Members and Entities Page can be accessed by clicking the Members option on the Household Tools menu.
The Member and Entities page is grouped into two categories. Add a new Member or new Entity to the Household by clicking the appropriate button.
Members
The Members table provides helpful information at a glance:
Asset-Map Role
First and Last name
Gender
Date of Birth (estimated designated by italicized date and an "e", or verified in normal text)
Age
Edit icon (pencil)
Delete icon (trash can)
Member data may be edited by clicking on the Role name or the Edit icon.
Legal Entities
The Entities table provides a list of the following details:
Category
Legal name
Linked members (used if assets on the entity should also be reflected on the linked member's Asset-Map)
Edit icon (pencil)
Delete icon (trash can)
Entity data may be edited by clicking on the Category name or the Edit icon.
9/2021