Overview
To effectively capture the complexity of the relationships that advice firms manage, Practifi allows you to structure them in three different ways: Households, Organizations, and Individuals. Individuals are self-contained, so this article focuses on Households and Organizations, each of which contains two or more members. This article covers how members fit into the structure of households and organizations in Practifi, how they differ from other individuals, how to create and manage members, and what to do if you encounter issues with a member record.
What Is a Member?
Members are person records, but they exist as part of a Household or Organization. This means the relationship is managed at the parent level because the parent record is the member's primary entity, keeping household- or organization-level details in one place. The member's primary entity name is displayed on the record side panel when viewing the member record.
In this example, I've searched for Dirk Feldman in the search bar at the top of the page and opened his member record. His primary entity, "Feldman, Dirk & Anya," is displayed on the left-hand side of the record's side panel, as his person record is nested within it.
The right-hand side of the screen shows me Dirk's record page, which includes basic information, contact details, activities, relationships, notes, files, and Dirk's record Feed. These options are all accessible by clicking the page's tabs.
The left-hand side of the screen shows us the side panel for the "Feldman, Dirk & Anya" Household, which includes their assigned topics, servicing team, notes, files, and contact details of the household's primary contact (Dirk) and partner (Anya), giving you the full relationship context at a glance.
Creating Members
Users can create Household and Organization members in several different contexts, depending on where you are in your workflow:
- Selecting the Create Household or Create Organization global action when setting up a new Household or Organization.
- Selecting Household or Organization as the entity type in the Create an Entity wizard when creating a new Household or Organization.
- Using the Add to Household and Add to Organization action on an Individual record to add them to a new or existing Household or Organization.
- Clicking the Add Household Member or Add Organization Member action on a Household or Organization record.
After performing one of these actions, you'll be asked to provide some basic information about the member, such as their name and contact details, before submitting the form and creating the record. When asked how the new member relates to the household or organization, your answer defines the member's role within the Key Entity. Some roles come with additional benefits for the member.
- The Contacts Details section in the side pane displays information for members assigned the Primary Contact or Partner role.
- The Preferred Phone and Preferred Email fields on Household and Organization records let you select values from the Primary Contact, with any changes saved directly to the member record.
Role Requirements
Household members must be either a primary contact (one, required), spouse/partner (one, optional), or dependent (any number, optional). Organization members must be either a primary contact (one, required) or an employee (any number, optional).
If you need to add information that wasn't available on the form, you can do so from the new record page, accessed via the People & Relationships section of the Household or Organization.
Troubleshooting Members
We've highlighted known issues users may encounter when working with members and provided suggestions for resolving them below. If you need further assistance, don't hesitate to reach out to your System Administrator, CSM, or our Practifi Support team.
- If you open a member record and the side pane isn't visible, check that the Primary Entity field on the record's Basics tab contains the right value.
- Currently, Practifi does not support assigning definitions to members, meaning they cannot be recorded as Influencers, Prospects, or Clients, as these definitions sit with the primary entity.
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