Key Entities
- Managing Referrals
- Understanding Households, Organizations and Individuals
- Creating a Household
- Creating an Organization
- Creating an Individual
- Understanding People Types - Contacts and Individuals
- Understanding Household and Organization Members
- Managing Members and Other Relationships
- Adding a New Member
- Adding a Relationship on a Key Entity Record
- Adding a Relationship on a Contact Record
- Adding Client Entities to Households and Organizations