1. Using Case Management
  2. Manage Households

Manage Households

Expand the Households folder to view the households for the case.

Let's add the Stone Household to the case and make them the primary household.

Image of Households list with one household

  1. Click Add Household.
  2. Select the additional household from the drop down list.
  3. Click Save.
  4. Make the Stone Household the Primary Household, by clicking the More icon (the icon with the three dots), and selecting Make Primary.

    Image shows selecting make primary from the More icon

    The star icon has now changed to denote the Stone Household as the new primary household.

    Image shows star next to the new primary household

    You can also remove a household from the case by clicking selecting Remove Household from the More icon.