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Keeping consistent and correct Household Names will make it easier for you to locate the households.
Reasons for Household Name Edit
- Spelling error
- Correct naming standard (ex. LAST NAME, FIRST NAME)
- Name change
- Include both spouses
- Change of head of household
- Include middle name / initial
- Marriage / divorce
Why Delete Household
- Combining / Merging households
- Duplicates
How to proceed
- Client360 – Administration Profile Tab – click Edit next to Household Details
- For Household Name Change – update the fields and at bottom right hit Save
- For Household Delete – at bottom Left click Delete Household