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Householding

Article ID: 206
Last updated: 09 Dec, 2013

The household screen makes it easy to edit member information, add a salutations for the family, record pertinent notes in the Remarks panel, change an individual’s role using the drop-down menu, open an individual’s record by clicking View, or add a new member to the household by linking their existing record. Perhaps the most convenient feature is the ability to create as many new records as you need, on-the-fly, and add them to the household without leaving this page.

NOTE: To apply unique households to a list during export: Include any 'household' field in the export columns then chose "Unique Households" at the right and click "Apply".

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Article ID: 206
Last updated: 09 Dec, 2013
Revision: 1
Views: 618
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Removing a Household from an Individual Record       Relationships between Individuals - Householding