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. Click the 'Subsections' button on the Beneficiary/Applicant Information section of the Questionnaire.
Add Relatives Info Subsection, Clients will have a Save and Add New relative button.