As a Financial Planner, you often work with family units, and you need to track the relationships in your system for better client management. You can do this by creating a spouse person account under the same Household.
To do this, go to the Accounts tab and select Household listview. Choose the household to open.
Once you’re on the Household record, click on the Relationship tab and under that tab click the Add Relationship button.
A pop up form will appear. Under the “Who are the Members of This Group” click the Add row button, and search for the Member Name by clicking the lookup icon. (Note: You can only choose Person Accounts).
Select what the role by clicking the Role in Group dropdown. In this scenario we will choose Spouse. Since the spouse is not the primary member of the household, i.e the main client, we will not enable the primary member toggle, but we will enable the Primary Group toggle, because the spouse belongs only to this household. Then, choose All for Activities & Objects to Roll Up.
If you want to add any other members just click the Add Row button and repeat.
You can also add Member Relationships with Other Accounts/People. Save when done.
After you saved, you can edit relationships, remove member and delete relationships by clicking the dropdown arrow button.