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Edit Household Data

Use the EDIT HOUSEHOLD window to review and update information on an existing Household record.

Steps

  1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Households tab.
  3. Scroll through the Household list until you find the row you want, using the arrow icons or a page number if your list covers more than one page.
  4. Click the three-dot menu in the ACTIONS column for that row and select Edit Household.
  5. Update any of the fields as needed (see below).
  6. Click View Summary to preview your changes before saving.
  7. Click Save Household to confirm.

Fields You Can Edit

  • Title — a unique identifier for the individual Household, typically a combination of distinctive details such as a lot number and street address.
  • Household Access Type — chosen from a dropdown of five categories: Owner, Renter, Contractors, Prop Manager, and Other.
  • Address — chosen from a dropdown populated by records entered on the Addresses tab.
  • Household Members — chosen from a dropdown listing your community’s members.

Click Back to return to editing, or click Cancel, press Esc, or click the X to exit without saving.