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The Family record is separate from an individual customer's record, and you can use it for grouping and printing reports and statements. A customer can be associated with multiple family records, and all family records the customer is associated with display on the customer's profile.

The Family tab lists a customer's Primary Family and Family Members. From this tab, you can create a new family (with the selected customer being a family member), add the customer to an existing family, edit information about the customer's family, and remove the customer from his or her current family.

Note

The Family tab only displays if Accounts Receivable is configured to track family records.

 To configure your settings to track families
  1. Under Advanced Tools, click the Settings tab.
  2. In the drop-down list, select Accounts Receivable. Click Go .
  3. On the AR Setup tab, select Track Family Records.
  4. Click OK.
 To create a new family from a customer's record
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Family tab, click Add New.
  5. In Name Information, enter the customer's Name. The customer's Mail Name automatically displays when you click in that field, but you can edit it if you would like.
  6. Select the appropriate options in the Receive Statement, Charge Late Fees, and Active check boxes.
  7. On the Members tab, click Add or Select to add additional family members. See Adding Family Members for more information. Each family member is added to the Global Name List automatically when he or she is added to a family's record. 
  8. After adding all family members, click OK.
 To add the customer to an existing family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Family tab, click Select.
  5. Select the family you want to add the customer to and click OK. The selected family displays in the Family dialog box. You can view each family's members in the Family Members dialog box. If two or more families are present, you can toggle between the families to view each family's members.
  6. In the Primary Family drop-down box, select the customer's primary family.

    Note

    The Primary Family is the family with which a customer's record displays. If a customer is listed as a member of two or more families, you must select a primary family. For example, a customer's primary family could be the family that he or she lives with.
    If the customer is only a member of one family, that family is automatically listed as the Primary Family.

 To edit a customer's family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Family tab, select the family you want to edit and click Edit. The Add/Edit Family window displays.
  5. Click on the tab you want to edit and make any needed changes.
  6. Click OK to save the changes to that family and return to the family's record.
 To remove a customer from a family
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. Select the customer's record and click Edit.
  4. On the Family tab, click Remove.

    Note

    If a family has unpaid invoices for a customer, you cannot remove the customer from the family until all unpaid invoices have been paid or moved to the primary family.

  5. Click Yes.

Additional Field Information


Primary Family
Select the customer's primary family in the drop-down list. If the individual is a member of only one family, ACS automatically lists that family as the primary family.