You can add a new member to an existing family or Remove a member from a family.
- You can select a new client from the clients menu and then select the client who will be family head.
- Then, click on Set Family head at the top
- and then click Apply.
To do this click on the name of the client from the Clients menu. Then, click on Family members button at the bottom of Client profile.
Here, you will see the name of the Family head at the top and family members listed in the table below. To add a new Investor to this family, click on the add Investor button on the top right corner of the table.
To remove a Family member from the group click on the Ungroup action on the right.