PractiFI's Create a Member Account wizard allows you to easily create new Member Accounts in a standardised format to make data entry easy and more accurate for your staff. You can also link the Member Account details with a Sub-fund and / or Employer record (if known and already created in PractiFI).
To create a member account using the Create a Member Account wizard:
- Go to the Launcher menu in the top nav bar and select Create a Member Account.
- Complete the Basic Details for your member in Step 1 of the wizard and click Next. If you omit any required fields, they will appear in red. This will create the member person record. Additional (non-mandatory) member information can be entered in the second column.
- Complete the Member Account details in Step 2 of the wizard. This includes type of Member Account, Stage, and Owner. PractiFI creates a name for the Member Account, but you can change this. More detailed Member Account information (if known) can also be captured in the second column. For example, an existing Sub-fund and / or Employer can also be linked to the Member Account.
- Once complete, click Save & Finish. PractiFI will create your new Member and Member Account record.
Note: You cancel out of the Create a Member Account wizard at any point by simply clicking Cancel & Finish.