Adding a Borrower to a Family Group at Checkout

After you have created a new Family Group, you can search for members to add to the group.

Adding a borrower to a Family Group is only available if Family Group has been enabled in the Matham table.

To add a borrower to a Family Group

1 From the Checkout window, identify the borrower.
2 Choose Family Group.
3 Choose Find an Existing Group.

The Search - Borrowers window opens.

4 Select an index to search, type in the search string, then choose OK.
5 Select the borrower to whose group you want to add the current borrower, then choose OK.
6 If this is the correct borrower, choose OK.

Note: If the borrower selected in the search already belongs to a group, the Family Group window opens. A borrower cannot belong to more than one group.

7 When you have finished editing the group, choose Close to leave the Family Group window.

 


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