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Love and Marriage [22:46]

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It’s the biggest day of your client’s life and in addition to wishing congratulations; it’s best to be in the habit of good data changes. Learn best practices to cover all the bases to a client’s new marriage!

Click the link below for more information on each of the features covered in the video:

03:22 - Family Name

04:13 - Quick Add

04:49 - Memberships

05:49 - Manage Your Account

05:52 - Membership Codes

07:15 - Contact Overview - Contact Details

08:36 - Maiden Name field in the Know Your Client Section

09:13 - Contact Overview - Family

10:48 - Contact Overview - Contact Card

15:56 - Today - Reminders

16:16 - Calendar

17:04 - Reports

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