PLEASE NOTE:
The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.
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Home > Clients > Client Maintenance > Family Member Relationships
Family Member Relationships

When you add family members to a client in your database, you can choose from a list of possible relationships for each family member (pictured below). That list of relationships can be customized by adding more relationships or modifying the existing ones. Note: Changing the list of family member relationships will only affect those family members created AFTER the change is made. Relationships that have been selected for existing family members will not be affected.

Follow these steps to change your list of family member relationships:

  1. Go to Maintenance > Client > Family Member Relationships to open your list.

  2. Enter the Description of the family member relationship and press Enter.

  3. Close the list when finished.



See also
Client Groups
Client Statuses
Client Status Reasons
Lead Sources
Marketing Plans
Organizations
Phone Number Labels
Zip Codes


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