Overview
Users in Practifi can add members to Households or Organizations. An added member becomes part of the Entity for which the advisor develops financial advice and plans, so every individual involved in the Household or Organization is reflected in your planning work. The process of adding members is the same whether you're adding them to a Household or an Organization. To add a member, you can either search Practifi for an existing member or create a new one. This article outlines how to add an existing member to a Household or Organization and how to create a new member for these Key Entities. For more information about members, please consult our Managing Members and Other Relationships article.
Actions Menu
The addition of members to a Household or Organization, whether existing or new, begins by clicking the Actions menu in the record side panel beside the entity's name.
The option to add a member will be labeled according to the type of entity to which you are adding the member, either Add Household Member or Add Organization Member.
In both cases, a panel will appear asking whether to add an existing member (one already recorded in Practifi) or to add a new member by creating a record for them in Practifi for the first time.
Adding an Existing Member
When adding an existing member, specify the member's relationship to the Household or Organization by selecting a relationship type from the dropdown list.
In the "Who are you adding?" field, type a few letters of the member's name, and select the name from the results.
Please note: If the required name does not appear within the results, you must create a new member and add them to Practifi. To do so, click the Previous button and select the Create a new member radio button. This process applies to adding a member to either a Household or an Organization.
Click Next to add the selected existing member to the Household or Organization.
If the member is added correctly, a success message will appear on your screen.
Adding a New Member
If the Create a new member radio button is selected, a panel will appear asking for basic details about the member. Note the mandatory fields, including the one for selecting the new member's relationship. Once this information is entered, click Next to create the new member and add them to the Household or Organization.
When the new member is correctly added, a success message will appear on your screen. Click the X on the right of this message to close this alert.
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