IT Support Knowledge Base

How to update a household when they move *

Updated on

This article will show you how to update an address when a family moves.

It's best practice is to make sure the previous address is saved to the family's profile.

Editing a Family's Address

Enter the first few letters of the first and last name in the search bar in the upper right side of the screen

Click the Edit Pencil on the Household bar

If the entire family is moving, click the Family Moved button on the right side of the screen.

This will automatically move the current address to previous.

Enter the new address in the Primary field.

1.  Select Countries

2.  Enter the new address  

3.  Click Save on the bottom left corner.

Moving an individual out of a Family and updating the address.

This would be used if a child has become an adult and moved into their own place, or in the case of a divorce.

Click the Edit Pencil on the family bar.

Click the Move to new family icon.

Click Save

Search for the individual you just moved out.

Click the Edit Pencil on the Household bar

Click the Family Moved button  (this will retain the previous and allow a new primary address)

 

Enter the new address in the Primary field.

1.  Select Countries

2.  Enter the new address  

3.  Click Save

Note: When removing an individual, it copies the address from the previous household.  You will need to update the address for the new household. See steps above.

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