Special Settings - Problem Accounts (Families)

See a short (1:15) video tutorial on Problem Accounts & Special Settings


When necessary, it is possible to 'flag' a family / account as a Problem Account.

To flag a family as a problem account, set Problem Account = Yes on the Family Summary tab. Save Changes. Problem Account is now highlighted in red. If any notes are added to the Notes area of the Misc tab, the Misc tab will also be highlighted in red

Any family flagged as a Problem Account will be highlighted in red when using Families > List All Families or Families > List Active Families.

To search for families with Problem Account = Yes, use Families > Search. Select any criteria (i.e. location, session) and set Problem Account = Yes. Submit.

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