Family structures are used in the Client Family Structure field to categorize and identify different family types within the system. This feature helps in organizing client data efficiently.
Navigation:
Main Menu → Selects → E-M → Family Structures
Applies To: Enterprise, Plus, Basic
Field Details:
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Family Structure: The name assigned to the family structure. This field is required and must be unique—duplicates are not allowed.
Key Notes:
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Family Structures are used as a classification tool within client records.
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Ensuring accurate and distinct names for each family structure helps maintain clarity in reporting and data management.
Conclusion:
Family Structures play an important role in categorizing client data effectively. Proper setup ensures accurate record-keeping and reporting.
For further assistance, refer to related articles or contact support.