How to Track Key Relationships and Dates for an Account

How to Get Here

1. Navigate to the detail page for the Account you are working on.
2. Click the Address tab, then click the Edit (pencil icon ✎) button next to the desired contact.
3. On the contact detail screen, click the Members sub-tab.

4. Click the + Add New Member button.

Instructions

1. On the "Add New Member" page, select a Category that defines the relationship (e.g., "Daughter," "Spouse," "Dog").
2. Enter the First Name and Last Name of the person (or pet).
3. Enter the important Date, such as their birthday.
4. Verify the settings of the toggles on the right:
   • Active: Ensure this is ON for current, relevant relationships.
   • Remind Annually: Turn this ON if you want to receive a notification for this date every year.
5. Click the green Save Member Information button.

Expected Result

After saving, the new member will appear in the list on the Members sub-tab.

You can then use the navigation options at the top to return to the previous screens or add another member.