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

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This article will guide you 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

  1. Navigate to the Knowledge Base ('Setup' >> 'Knowledge Base') and click on 'Questionnaire Template' under the 'Questionnaires Templates' section.
  2. Click on the questionnaire you'd like to edit. Click the 'Subsections' button on the Beneficiary/Applicant Information section of the Questionnaire.

subsection.png

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