Deactivate a Household
Deactivating a Household leaves it in your records but removes it from the active list — useful when a Household is no longer current but you don’t want to lose its history by deleting it outright.
Steps
- Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
- Click on the Households tab.
- In the HOUSEHOLDS window that opens, scroll through the Household list until you find the row you want. If your list covers more than one page, click the right arrow to move to a later page, the left arrow for an earlier page, or a page number to jump directly to that page.
- Click the three-dot menu in the ACTIONS column for that row and select Deactivate Household.
- In the DEACTIVATE HOUSEHOLD? window that opens, click the Deactivate button to remove the Household from the active roster.
To close the DEACTIVATE HOUSEHOLD? window without making changes, click Close, press Esc, or click the X in the top right corner.
Tip: To view Households after you’ve deactivated them, click the Show Inactive toggle switch next to the Search field.