How can a new family member be added to the client file?
• Go to the Data menu, and then select Client – Add Family Member. • Enter the new family member’s personal data, and then click OK. • A message appears warning that a new family file will be generated. Click Yes. • In the Save As dialog box, either keep the current client file name, or replace it with a new file name, and then click OK. The new member is added to the client file and to all existing plans. • To retain a copy of the original client file without the new family member, enter a different name for the file in the Save As dialog box,and then click OK.
