Accounts/Households

Articles

Find/Add Account
FIND MEMBER Click “Find Account”. Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of any of the above. Narrow the search further by using the options available under Adv...
Add Household Member
ADD HOUSEHOLD MEMBER From any profile page in the unit > Click on the Green + under the profile picture.  Add new member information. Edit email and phone number if different from Primary Member. Click “Save” Take photo ...
Member Merge
MERGE Note: Merge is  final and cannot be undone . Do not merge unless you are certain. The merge process combines household units. This means that everyone in the “from” household is merged into the “to” household...