Group or Household Members

To view all the members of a constituent group or household, select the Members tab. Under Current group members or Current household members, the active members of the group or household appear. A checkmark indicates the primary contact. For each additional member, you can view the relationship with the primary contact.

Note: For a dissolved constituent household, the Previous household members grid appears and displays the former members of the household. For information about this grid, see Manage Previous Members of a Group or Household.

To view additional information about a member, click the member's name. The constituent record of the member appears. For information about the items on an individual constituent record, see Individual Constituent Record.

From the grid, you can manage the members of the constituent group or household as necessary.

Add Members to a Constituent Household

Add Members to a Constituent Group

Edit Members of a Constituent Group

Set a Member of a Constituent Group or Household as the Primary Contact

Remove a Member from a Constituent Group or Household

 

 

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