Click here to return to the Family Setup Library table of contents
Go to Setup 🡪 Family Setup.
- Head of Family- Begin typing or hit enter and select the head of the family.
- Family Name- Enter the family name.
- Note- Add a note if desired.
- Add- Click the add button to add the head of the family and associated family name to the chart.
- You can now add family members to that family.
- Clear- Click the clear button to clear out all fields in order to add another family.
- Save- Once you finish adding your new family(s) be sure to click Save otherwise anything you added will be lost.
