Add New Family Wizard menu option will take you step-by-step through adding a new family including spouses and children. It will use the default values for City, State, and Zip Code you set up using My Preferences.
Select Add New Family Wizard from the Membership ribbon menu it will default values from My Preferences as shown below in Figure 2.2.
Figure 2.2
Enter the information for the designated head of the family and then click Next to enter the next set of information. If you did not enter required information a icon will be displayed next to each required input along with the Data Entry Errors message as shown below in Figure 2.3. Click OK and then hover your mouse over the icon to get a description of the error message.
Figure 2.3
Enter the contact information on the next form as shown in Figure 2.4 and then click Next to enter the next set of information.
Figure 2.4
If the first person you entered was married enter spouse information on the next form as shown in Figure 2.5 and then click Next to enter the next set of information.
Figure 2.5
If on the first form you did checked Any Children Living At HomeChildren, enter the children using the form shown in Figure 2.6. Click in the First Name column then start entering the rest of the information and click Next.
Figure 2.6
The Completed form will be displayed as shown in Figure 2.7 and then click Finish to complete the entry of the new family.
icon will be displayed next to each required input along with the Data Entry Errors message as shown below in Figure 2.3. Click OK and then hover your mouse over the icon to get a description of the error message.
