In the window Customer/Business Entity Details, on the tab Family Members/Contact Persons (depending on the customer type) or in the window Retail Customer/Business Entity Edition (section hidden by default), it is possible to:

• Preview the details of a family member/contact person
• Edit the data (including consents) of a family member/contact person
• Add a new family member/contact person

The addition/modification window displayed for a family member/contact person presents the following fields:

• Title
• First Name – required by default
• Last Name – required by default
• Type of Relationship – it makes it possible to select one of the options defined in the ERP system (for instance: Father, Mother, Son, Daughter). It applies to a family member.
• Position Held – it makes it possible to select one of the options defined in the ERP system (for instance: Administrator, Manager, Director, Employee). It applies to a contact person.
• Date of Birth – it includes the fields: Day, Month (with a drop-down selection list), and It applies to a family member.
• Phone
• E-mail Address
• Consents

In the window Edit Family Member/Contact Person, it is also possible to delete a family member/contact person.