OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎

Client Household

The Client Household tab contains all the client information regarding a client household, Ie, Main Client, Spouse and other family member such as Son or Daughter.

The Client Household screen is divided into three areas, the Client information, Family Members and Other Contact such as an accountant or lawyer. You can edit the general client information by clicking on the Edit button on the right hand side of the screen.

In this section you can:-

  1. Edit a contact by clicking on their name.
  2. Add a new Family member or Other Contact.
  3. Delete a contact relationship.

Subpages (1): Edit Client