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INSZoom Questionnaire - How to add another family member when “ Add New Relation” is not available

How to add another family member when “+ Add New Relation” is not available

 

First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base') and click on 'Questionnaire Template' under the 'Questionnaires Templates' section:

 

Next, click on the questionnaire you'd like to edit. Select 'Add/Remove Section' and then click 'Subsections' on Beneficiary Information.

 

Add Relatives Info Subsection, Clients will have a Save and Add New relative button.

 

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