Separate Family accounts into Individual accounts

1. From the Family account, click Relationships.

2. Under Tasks, click New Relationship.

3. Under Basic Information, select the Relationship Type. For example, select Husband / Wife. You can also enter the from and to effect dates.

Under Choose Account, select the half of the relationship for the existing account. For example, if the original account is for a husband, select Husband.

1. To add the new Individual account, click Select Related Account. The Find an Account screen appears.

2. Click Add Account.

3. Under Name Format, select Individual. Select the role for the account and enter the name information.

4. Under Persona, select Copy Primary Persona from Related Account. The persona from the original account defaults in the new account record. In the Persona field, select the type.

5. Complete the rest of the fields on the page, make sure you select the applicable user-defined fields, and click Save. The new Individual account record saves and you return to the Relationships page for the original account.

4. Under Household Relationship, set the existing account as the Primary Head of Household.

5. Under Tasks, click Save And with Go to Personas in the drop down menu.

6. On the Personas page, scroll to the bottom of the page to view the Copy and Move buttons. If the existing account does not already have a joint persona, select Joint in the drop down and click Copy.

   Tip: If the existing account already has a joint persona, you do not need to complete this step.

7. On the original record, make sure you update all salutations on the joint persona to reflect the couple and save your changes. Then update all the salutations on the Personal persona to reflect the information for the individual's account record. Click Save And.

8. From Account Settings on the original record, change the Name Format to Individual and update the name fields to reflect the individual's name.