A Household Member is more than just a "family member". A Member is any person or entity that has something to do with the client's financial situation or personal situation. A CPA, an Attorney, a Business Partner can be considered a 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
Opening 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 Relationships page, then
New Member to add to the map.
New Entity to add to the map.
Add New to add to Personal Relationships, Other Entities, and Professional Relationships that will be cataloged but will not appear on the map.
Add Data
Use the three tabs of the edit window add and modify member data.
The Essentials tab is required, the other two tabs are optional (but valuable to complete).
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 may change the avatar on the Asset-Map depending on your default avatar settings.
The Relationship to Household on the Essentials tab is printed on the electronic PDF but not on the map web page.
Notes can be viewed and optionally printed on the household's Reports page.
Text in the notes field have valuable formatting options, even URL linking.
The Member and Entity list is a Report on the household's Reports page called "Member Inventory".
Use the Client Portal icon to share a link with the client to establish the login to their Client Portal.
Use the Dependent checkbox to designate the member's status. This will impact Education Target-Maps.
Use the "Include in My Household" box to include them on the map, or not to include them on the map but keep a record of the relationship on the Relationships page.
Delete Member
Delete a member or entity by clicking the trash can icon.
Restore a Deleted Member
Enter the Household Details page of the household by clicking the household icon (home icon) on the left menu.
Click the "edit" link next to the household's name.
Click the Deleted Items tab and select the member to restore or click the Financials tab and select the financial to restore.
Click the Restore Selected button to restore the member or financial.
Edit a Household Member
Edit a Household Member by clicking its avatar on the map or the pencil icon or the name in the Relationship column on the Members page.
Add, Delete, Edit, Restore Other Members and Entities
Other Members and Entities can be added to a Household for documentation purposes without needing to reside on the client's Asset-Map. Add them from the Household Members page. Perform other functions on them from there as well.
Note: A Professional Relationship cannot be undeleted whereas the other relationships and entities can.
10/2024