The Household Info page is used to track information related to the household including Parent/s, Non-parent pickup details, Church affiliation, and Address, as well as Member & Contact Information (including phone numbers and email addresses for each member or contact).
The Households module can be used to streamline steps for registration, such as updating contact information, assigning handbooks, assigning uniforms, creating fees, and posting payments.
Tap/click the Print button to print the household's information.
The information listed below is initially shown as read-only text. (Note: Only fields with data will be shown on the read-only page, but all are included in edit mode.) Tap/click the Edit buttonto add or change information. Then use the Save Changes button
to save the changes. Or use the Done or Discard Changes button
to leave edit mode without saving the changes.
Household Information:
- Parent(s)
- Non-parent pickup
- Church Name (a user with Admin permissions will be able to add new church names; other users can select from an existing list, typing several characters to filter the list)
- External ID
- Status (shown only on read-only page, determined by various Member Statuses)
Household Contact information:
- Street Address, City, State, Postal Code
- Driving Directions
- Household's phone and/or email address (In edit mode, check the box to indicate the Household has a home phone or email that all members share. Parents' phone/email or a specific member's phone/email should NOT be included here. Use the
and
buttons to add and delete household phone/email records.)
Household Notes
Members & Contact Information: (shown only on the read-only page; lists each member of the household by Contact Type with the following information):
- Name (links to Member records*) and Relationship
- E-mail address(es)
- Phone number(s)
- Use the
buttons to add additional members to the household:
- Add New Member - for a clubber or a leader.
- Add New Contact - for a person who is not a club member (i.e. a parent or an emergency contact) and is not already in the database.
- Add Contact From Another Household - for a person who is already in the database as a member of another household (i.e. a leader or a parent from another household who will be an emergency contact for this household).
- Actions Button
- shows the list of actions available for the selected person:
- Set as Primary Contact - makes this person the primary contact instead of the one that is listed.
- Assign to a different Household - opens a dialog with options for assigning the selected person to an existing household or creating a new household.
- Edit Contact - opens the member's Personal page in edit mode within the HH module. This can be used for updating a specific person's phone or email address. When the member's personal page is saved/closed, the HH > Info page is displayed.
- Delete Contact From Household - removes the person and all associated phone and email records from the database.