Key Entities
- Understanding Households, Organizations, and Individuals
- Using the Create an Entity Wizard
- Creating a Household
- Creating an Organization
- Creating an Individual
- Understanding and Using Groups
- Understanding People Types - Contacts and Individuals
- Understanding Household and Organization Members
- Managing Members and Other Relationships
- Managing Referrals
- 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