When adding a family at one time from directory, add the fields primary addressee and salutation at the point of entry for each person or a way to select the "formula" to be used for everyone. Otherwise, you have to save the whole family, then go back and select the addressee information and our staff will not remember to do that part.
Agree - this would be so helpful. So many steps to entering a new family.
the first step of being able to add family members all at once is a great improvement. If we can adressee and salutation in that same screen too it would be very helpful.