Modifying Address Information for a Household

Complete the following procedure to modify the address information for a household.

To modify the address information for a household

  1. Tap Side Menu and then tap Households to display the following:

    • The Households list and details for the selected household in the main pane.

    • A list in the side pane in which you can select the related items for households.

  2. Tap a household in the Households list.

  3. Update an existing household address as follows:

    1. Tap Addresses in the list in the side pane.

      All addresses associated with the household appear in the Addresses list in the main pane.

    2. Tap the address that you want to update.

    3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

  4. Add an existing address to the household as follows:

    1. Tap Addresses in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

    2. Choose the Address on the list that appears, and then tap OK.

  5. Create a new household address as follows:

    1. Tap Addresses in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

    2. Enter the information for the new address on the form that appears, and then save the record.