Accounts/Households

Find or Add Account Find Member > Add Individual Click Find Member . Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of any of the above. Narrow the search furthe...

Add Household Member Find Member > Access Existing Account You can find the account and access the profile to add the household member to an existing account.  NOTE : When adding a new household member to an ...

Member Merge Find Member > Access Account to be Merged Click Find Member > Search for the From  account   (this is the account to be merged into another unit).  Click the Merge  icon on th...