How can a family member be removed from the client file?
• Go to the Data menu, and then select Client – Remove Family Member. • Select the family member to be removed, and then click OK. • A message appears warning that a new family file will be generated. Click Yes. • In the Save Client As dialog box, either keep the current client file name or replace it with a new file name, and then click OK. The selected family member is removed from the client file and all existing plans. To keep a copy of the original client file with the deleted family member, enter a different file name, and then click OK.
