Individuals may be associated with a company through the Parent Member field on their record. When that connection has been established, the individual will show on the Family Tree tab of the company's record on the People sub-tab.
To remove a person from a company, go to that individual's record and delete the company from the Parent Member field. This will remove the person from the company's people list and revoke any benefits that the person may have been receiving because of their relationship or employment with the parent company.
Workflow
Open the individuals's record and click to view the Details tab
Click into the Parent Member field
Delete the parent from the field (backspace)
Click the Save button
Optional:Add a new company to the Parent Member field if the individual has a new employer
Click the Save button
📌 Important Note: Removing an individual from a company does not remove them from Novi or remove their user account. To remove them from Novi entirely, consider deactivating the record.
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