Starting from 2021, we're adopting a new process for Adopt A Family Event. The former "wishlist" process is retired effective 2021.
AAF Process Overview
1. Go to Client record page
2. Go to Client Household record page
3. From Related Quick Link: Household Request | New (for creating Household Requests)
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- Choose the appropriate record type
- complete the form
- Save
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4. Within a newly Created Household Request record page, from panel on right-hand side: Household Member Request Screen Flow
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- "Yes" checkbox = checked
- Next
- Choose Household Member Request Record Type
- Next
- Web Link (click)
- Enter Household Member Request information
- Save
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