Add Related Individual

Modules>CRM>Households>Add, List, Find or Query Household>Household Profile>Relations Tab>Related Individuals child form>Add button

A Related Individual is an individual who has some type of relationship with this household. Examples of Related Individuals include head of household or household member.

Adding a Related Individual

1. Go to Modules>CRM>Households>Add, List, Find or Query Household>Household Profile>Relations Tab>Related Individuals child form. Click the Add button. The Edit - Household Relationships page opens.
2. In the Household Relationships section, click the Add button. Blank fields appear under the Household Relationships columns.
3. Fill in the fields as described in the table below:

   Fields	Required	Description
   Sort Name	Required	Enter the first few letters of the individual's last name, then click the look up icon to see a list of matches. Select your individual from the list.
   Relationship Type	Required	Select a Relationship Type from the drop-down list.
   Start Date	Optional	Enter or select the date that this relationship started. This field defaults to today's date.
   End Date	Optional	Enter or Select the date that this relationship ends.

4. Click the Save button to save your changes and return to the Household Profile. Your newly added Individual appears in the Related Individuals child form. Click the Cancel button to return to the Household Profile without saving your changes.

Editing a Related Individual

1. Go to Modules>CRM>Households>Add, List, Find or Query Household>Household Profile>Relations Tab> elated Individuals child form. Click the Add button. The Edit - Household Relationships page opens.
2. The individuals currently in the Related Individuals child form appear in the columns under the Household Relationships section.
3. Edit the fields as described in step 3 above.
4. To delete one individual and all of the related information, click the delete button that begins the line for that individual. To delete all individuals, click the Remove All Items button.
5. Click the Save button to save your changes and return to the Household Profile. Click the Cancel button to return to the Household Profile without saving your changes.