Adding family member in the SIS System
- Go to the Families table and search for and edit the family.
- Next, click New to add a new family.
- Search for the person in the Family Member drop-down menu and then click Financially Responsible and select Head of Household.
- Next, go over to TM site if you have already synced this lead. If you have not synced the leads yet, just complete your sync as you normally would.
Edit the lead > click Sync from BigSISV1. This will provide a message indicating that you have mapped the new family member to the system.
PRO TIP! If you have any additional issues with this person, you may try Troubleshooting Leads and Families for Tuition Management.
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