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Adding an Employee or Family Member in CRM360
Users have the ability to create an additional individual at
the same address when working with another individual record. This is
excellent when adding family members who share an address.
1.
From the Relationships task category in CRM360, click Constituent at
Same Address (for a constituent) or New Employee (for a company).
2. Enter any new
customer detail information.
3. Click Add.
4. Click Save.