Changing the Primary Guardian of a Household to someone else in 3.1
Problem
Once a household is created, is there a way to change another member of the household to be the Primary, or do I need to create a new household with the correct person as primary and do a transfer/merge?
Solution
No Merge needed here. The Change Primary Guardian option in Household Management allows you to swap Primarys in almost it the click of a button! It's really easy.
- Go to Household Management. Lookup the household and highlight it/click on it.
- Find and click Change Primary Guardian. You'll go to the Change Primary Guardian pop-up. (Depending on your version of 3.1, this button might be on the bottom of your screen or under the "More" menu.)
- Select a Relationship code for the soon to be ex-Primary Guardian. This step is needed to make that person a different family member.
- Then select the family member who's now the new Primary.
- Click Continue. Review the message, and click I wish to continue to finish. The system will take care of changing all family member info.
Note: The only thing that might trip you up here is having access to the Change Primary Guardian button. It's is controlled by Permissons (Permissions profile Buttons/Misc Permissions tab GlobalSalesLookup_ButtonChangePrimaryGuardian). If it's "grey'd out," have your RecTrac administrator change the Permission for you.