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The Household Transfer/Merge program allows you to move all or some family members (and any league teams associated with them) from one household to another. It also allows you to give an existing household a new number. Together with the Duplicate Household Listing, this program is used to keep your database clean by identifying and resolving issues pertaining to duplicate households, duplicate family members and/or households that need to be re-numbered.
The fields and buttons on this screen allow to you select the household from which and to which you are moving members
OR
Select the household you want to re-number and complete that process. Some simple steps appear below.
Reasons for Using this Program
There are any number of reasons why you might need to transfer all or some of the members (and their league teams) from one household to a new one or re-number a household. Some of the more common are:
- Duplicate family members in the same household. For example, if family member 3, Roberta Sox, and family member 5, Bobbie Sox, were the same person in the same household, then you would use this program to merge the two family members into one.
- Consolidate two (2) households into one (1). For example, Liza Doolittle marries Henry Higgins. You could use this program to merge Liza and her children into Henry's household, along with his children, or vice-versa.
- You entered a family member into the wrong household. For example, Loretta Martin was entered into Desmond and Molly Jones' household instead of the her own. You would use this program to transfer Loretta out of the Jones household and into the Martin household.
- Remove one or more family members from an existing household and put them in their own household. For example, Richie Cunningham moves out of his parent's house and into his own apartment. You would create a new household for Richie and then use this program to transfer his historical and current information from the original Cunningham household to his own
- Change a Household ID without losing any history which you would by creating a new Household using the same family members. For example, you change household numbering schemes and need to get a few older households into the new numbering system.
To Transfer Members from One Household to Another
- Select your "From" household. This is the household you are transferring members out of.
- Select your "To" household. This is the household you are transferring members into.
- Click Begin Transfer/Merge You will continue to the next screen where you can select the family members to be moved and preview the results before processing. The preview is important because there is no clean or easy way to "un-merge" a household once you have merged it.
To Give a Household a New Number
- Select your "From" household. This is the household you want to re-number.
- Enter a new household number in the To Household field. Typically this will be a manually generated number.
- Click Begin Transfer/Merge. The system will provide a summary of your actions and a challenge message.
- Confirm your actions. The system will notify you when the process completes.
Click Cancel to return to the previous screen without making any changes.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
HouseholdMerge_Tab1
From Household (HouseholdMerge_FromHousehold)
Select your From" household. This is the household you are transferring members out of.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
To Household (HouseholdMerge_ToHousehold)
If performing a merge: select your To" household. This is the household you are transferring members into. Then click Begin Transfer/Merge to continue to the next screen and complete the process.
If performing a transfer: enter a new household number and click Begin Transfer/Merge. The system will provide a summary of your actions and a challenge message. Confirm your actions. The system will notify you when the process completes.
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
Change staff phone/address/email information to match new household? (HouseholdMerge_ChangeStaffInfo)
This field is applicable for family members who are also listed as Staff Members.
Select this option to have the system update a linked staff member's address primary phone etc. with the new information.
Delete