This article will teach you:
- How members fit into the structure of households and organizations in Practifi, and how they're different from other individuals
- About creating and managing members, and things to keep in mind while doing so
- What to do if you experience issues with a member record
To effectively capture the complexity of the relationships advice firms manage, Practifi allows you to structure them in three different ways: as households, as organizations, and as individuals. Individuals don't really have a structure to speak of as they're self-contained, so in this article, we'll focus on households and organizations, each of which contains two or more members.
Members are also individuals, but because they exist as part of a household or organization, the relationship is managed at the parent level instead; this parent record is the member's primary entity. This is why we make it easy for you to view the member and primary entity at the same time by displaying the primary entity's side pane whenever you open a member record.
In this example, we've searched for Sandra Montgomery in the search bar at the top of the page and opened her member record:
The right side of the screen shows us Sandra's record page, which includes basic information, contact details, activities, relationships, notes, files and Sandra's record feed, all accessible from the page's tabs.
The left side of the screen shows us the side pane for the "Montgomery, Sandra and James" household, which includes their assigned topics, servicing team, notes, files & contact details of the household's primary contact (Sandra) and partner (James).
Members can be created in several different contexts:
- When setting up a household or organization from scratch with the Create Household and Create Organization global actions
- When using the Add to Household and Add to Organization action, available to individuals, to add them to a new or existing household or organization
- When using the Add Household Member or Add Organization Member action, available to households and organizations, respectively
When you select one of these actions, you'll be asked to provide some basic information about the member, such as their name and contact details, before submitting the form and creating the record. One question, "How do they relate to this household/organization?" defines the member's role within the entity. Not all roles are created equally, though; some afford certain extra benefits to the member:
- The Contacts Details section in the side pane contains information about members with Primary Contact or Partner.
- The Preferred Phone and Preferred Email fields on household and organization records allow you to select fields from the Primary Contact and send back any changes made directly to the member record.
Household members must be either a primary contact (one, required), partner (one, optional), or a dependent (any number, optional). Organization members must be either a primary contact (one, required) or an employee (any number, optional).
If there was something you wanted to add to the member record which wasn't available on the form, you could do so from their new record page, which is accessed via the People & Relationships section of the household or organization.
We've highlighted known issues users may encounter when dealing with members and provided suggestions on how to resolve them below. If you need further assistance, don't hesitate to reach out to your system administrator or Practifi Client Success Manager.
- If you open a member record and the side pane isn't visible, check that the Primary Entity field on the record's Basics tab contains the right value.
- Currently, Practifi does not support assigning definitions to members, meaning they cannot be recorded as influencers, prospects or clients (these definitions sit with the primary entity). Assigning definitions to members is technically possible by modifying data using tools outside the system; however, we don't recommend this approach.