Table of Contents
Episode Summary
Host Zach Malloch is joined by Senior Support Analyst Keriann O'Leary, Education Product Designer Bret Alarcon, and Director of Services Cullen Barber as they review how to process a Household Transfer / Merge within RecTrac 3.1. This RecChat includes the merits of completing a Partial Merge vs a Full Merge, What to keep your eyes peeled for during the process, and common scenarios you may find yourself in where this tool can come in handy.
Video
Transcript
Zach Malloch 0:09
All right, and we are live for this very special edition of RecChat. We're joined by Keriann O'Leary, our senior support analyst. And we have Brett and Cullen joining us in chat and Brett... well from the delorean I suppose. So Brett, how'd the session go? If you can see it from the end?
Bret Alarcon 0:33
What session?
Zach Malloch 0:34
Yeah, you know, from the future, can you?
Bret Alarcon 0:37
Oh, yeah, it was excellent.
Zach Malloch 0:38
Okay, great. So we're in for a really good one. And Cullen, thank you for joining us as well. So the topic of the day is household transfer merge and Keri is going to tell us all about that. So kind of like, well, why do we have this utility Keri?
Keriann O'Leary 0:54
Yeah, so the household transfer merge exists to help clean up the database when duplicate household and or family members exist. So often times, you'll have a clerks that don't know that the household is already in there, or perhaps the families moved. So they're looking them up, but they can't find them at that address or something like that. So they enter the household again, and then you have two households, but you don't need two households and two purchase histories. So you would combine those by doing a merge.
Zach Malloch 1:28
And then we also have, you know, the changes that happen in the the day to day lives of patrons and all of that where, you know, sometimes household configurations change, and maybe a person is in one household needs to go to another one or combine households into one or separate them out. So I think it's an important part of kind of your database integrity is trying to manage your your duplicate households. So I think, Keri, you have a couple of examples, you can kind of show us how the transferred and merge works. I'll just remind everybody real quick, while Keri is getting ready to share her Screen, we have the q&a section at the bottom, we've gathered some of your questions that you submitted beforehand. But if there's anything that comes up, we'll try to integrate those into the conversation. Sorry, back to you, Keri.
Keriann O'Leary 2:15
Yeah, of course. So there are really three types of ways that you would do a household transfer merge, there is a partial merge, a full merge, and then just a simple transfer. So I'm going to share my RecTrac Screen with you. And then we will go Zach, can you see that?
Zach Malloch 2:39
Yes, we are good.
Keriann O'Leary 2:40
Perfect. So we will look up the household transfer merge feature. And that will show us all the different options that we have for that. So we have a FROM household and a TO household, because this would involve two or potentially the same household if you need to merge two members of the same household. Full merge, partial merge, and a transfer. So full merge would be that scenario that I had provided where there are two duplicate households in the database. A partial merge where you have maybe a member was added to a household that it shouldn't have been it was added an error. Or possibly you have a split household where parent number one lives somewhere and parent number two lives elsewhere. And the child lives in both households, which you wouldn't want because that's a duplicate, and you could potentially get duplicate enrollments and other items, which is not ideal. And then we have a transfer scenario where you would just take a person of one household and send them to another household. So maybe somebody moved into a different household, and they're no longer with household A, you would just take that person and their history and you would transfer them over to a different household. So there's no necessary, there's not necessarily a merge occurring, but that person and all of their history will then be relocated to a different household.
Zach Malloch 4:26
That covers all the scenarios. So thank you for that Keri. And yeah, we're ready to check it out.
Keriann O'Leary 4:31
Awesome. So I have a duplicate household here. That's the Simpsons, and we have household 13 and household 104. So I'm going to enter 13 here. You could also go ahead and hit this up down arrow. And you can look up your household you can manually key them in you can Type in your household number, you can use your traditional lookups here, but either way would work to recall that household. And they would get put in there. And then my other household I, again, I already know the numbers is household 104. The TO and the FROM is important because (I actually wanted it to go from 104 to 13, My bad) because the information in the TO household would be the information that's retained. For example, if the primary member had a different email address, maybe it's a typo, or they changed their email address or possibly their phone number. So it's correct in this household, but not in this household. You want anybody going from here to get the information that exists in here.
Zach Malloch 5:47
So Keri, would it be fair to say that, there's definitely a little bit of research you need to do. But during that research, if you find your two duplicate households, the one that has the more accurate information, the more information you want to keep, that should almost always be your TO household.
Keriann O'Leary 6:05
Yes. Another instance, where I've come across as my personal preference is if the households have the same data, I like to transfer the household with the least purchase history into the household with more history, it's just less for the system to have to think about and less room for error. In my opinion, if I'm taking less purchase history, as opposed to, you know, robust history with 500 items, archive, they've been a member for 15 years, I would in that instance, retain that household and transfer the other one into it.
Zach Malloch 6:43
Okay, great.
Keriann O'Leary 6:45
So once you have your household set up, then you can choose your merge or transfer option. In this instance, everybody in household 104 needs to go into household 13. So for that reason, I would do a full merge. Let's zoom in just a pinch here, so it's a little easier to see. So we have all of our members, and we have our from household. And there's three members, we have our two household, which has five members. So everybody is by default included, because I did a full merge, I told it, everybody is a duplicate, and I need them all to be combined. And then we have our two household numbers, and the family member numbers. And this is hugely important to pay attention to because we want to make these numbers the same members. For example, Bart is family member number three, in household 104. And when he's combined with household 13, he would be also number three. So that's perfect. I have a like for like match, that circle fits in the circle slot. Then we have Lisa who's being transferred over. Lisa is family member number two. But over here, she's member number four. So what I need to do is when she's transferred from this household, I need to make sure that she is family member number four, but if do not change that to four, she would end up being merged with Marge, and she's not march, she's Lisa. And then the same thing for Marge, I would tell it to take her from household 104 and make her family member number two, so update this and make it a two. Once we've verified that all of the family member numbers are lining up, Bart will become Bart. Lisa will become Lisa and Marge will merge with Marge, then we're good to proceed. If these make family member numbers are not correct, and you merge a person into somebody that you shouldn't there's really no going back from that you have to recreate that person's purchase history. resell passes and do everything else that needs to be done in order to correct that error. So it's very important that you get those numbers lined up.
Zach Malloch 9:37
I'm just agreeing with you. Yep, definitely.
Keriann O'Leary 9:40
Okay, perfect. So one thing that we've got in order to help you with that is our oopsie box down here. And it reads view merge results before completing. So if I go to merge these households, and I did not have the numbers lined up properly I would be be able to see in here and this would be my only chance to abort before the merge is complete. So my household 104 doesn't have any purchase history. I could create some very quickly and just sell an item. But it would tell you on this Screen, are you sure you want to continue? Yes, right here what's happening. So it would say, activity number 12345. Section four is transferring from Marge to Lisa, if I saw that, I would want to hit cancel, and I would not want to proceed you, you this would be your only opportunity to abort the entire merge process. If some of this data is not correct. So it's not required. It's not red. But it's your only abort process. So I strongly encourage that that checkbox is checked. Every household merge in Demo, it's less important. But in your live system, it's your lifesaver. It's it can be vital.
Zach Malloch 11:10
No other undo options exist. Alright, so ,Keri. just real quick. We had a quick question about you know, so we were in the household transfer merge Screen, we talked a little about about researching to make sure you know, which household do you want to go to be the FROM household? Which one you want to be the TO household? But how do you find out which households are duplicates in their system?
Keriann O'Leary 11:33
Yeah, that's a great question. So we have a couple of ways to one prevent that from occurring. And then we have a report that can be run, it's called the household duplicate merge, duplicate Household Report. In that report, I know the label is household, but it does give you the option to run it per family members. And by household. So in your Next Gen. You can duplicate household listing, I apologize, I got that a little wrong, you can run this option. If you're not in Next Gen, I would recommend that you go to your report output. Ilisting, because this will have an example of all of our RecTrac reports, Type in duplicate. And it will pull that report up for you. And then you have an option to run it. So the Next Gen makes it a little bit easier. Because you can use that keyword search and locate that report.
Zach Malloch 12:50
Very nice. Yeah. So that answers one of those questions in Yeah, so I think you're just about to point out that you can switch from households to family members there.
Keriann O'Leary 12:59
Correct, I was so with your households, you get a couple of different options of how you want to go about that. You have email, phone number and address. And then, when it's email, you get your primary email, when it's phone, you'll get different options for a home, cell and work. And when it's address, you can do a combo search. So most often, I feel like the phone and email is a little bit, can be a little bit more accurate because people move they sell a house, they rent a different apartment. And when that happens, their email and phone does not change. So you can obviously of course, run it in a couple different ways you can run it with email, then you can run it with address and just perform those checks. But that choice is yours. And then, as I mentioned, it does say household listing. But this top option will allow you to change it to members. And then you can do a search in your database to see which members would be duplicates. And that might be an instance where, again, you have a split household and a child may exist in both households or a couple that has split and maybe that one of those members still exist in that old household. But now they're in a new household as well because they've moved on with life. So you could check and see that duplicate and potentially transfer that person over.
Zach Malloch 14:41
Very nice. Thank you, Keri.
Keriann O'Leary 14:44
And this does give you two options as well.
Zach Malloch 14:51
And so I think that just taking that little brief detour to show how we were identifying people was was worthwhile. So now we're gonna go back into the the actual transfer and merge portion and take a look at those other two options, I think,
Keriann O'Leary 15:07
perfect. So I'll continue here and just complete that merge. And then it's done. And I would no longer find household 104. And my system, it would only be household 13 that exists.
Zach Malloch 15:25
Yeah, and so just kind of reiterate that as I like to kind of like get the big point. So the only one, the only option here, if you start with two separate households, if you do a full merge, you will end with only one household and one of them will no longer exist, that number will be free. Now, the other two options partial merge and transfer, you'll still have two distinct households. So you're not reducing the number of households, you're just changing the configurations.
Keriann O'Leary 15:51
Correct.
Cullen Barber 15:53
Keri and Zach, I got a couple requests just to talk a little bit louder, if possible. So
Keriann O'Leary 15:59
Oh, yeah, I can do that for sure.
Cullen Barber 16:00
Okay. Thanks.
Keriann O'Leary 16:02
So I was actually just going to take a slight detour right here and go to the audit log. The audit log is very helpful with figuring out what happened during a merge, because it will show you those results. So I did that merge today. And just now I did it, and we can see who was merged with who in here, and I can see that Bart was merged with Bart. Lisa was merged with Lisa and Marge was merged with Marge, if I had gotten this incorrect, it would say Bart was merged with Jessica Lisa was merged with Homer excetera, etc. And then you could clearly see why some of that purchase history doesn't add up. So very helpful information can be found in the audit log.
Zach Malloch 17:02
Absolutely good place to double check that what you think happened happened. And this should always match the pre merge results to.
Keriann O'Leary 17:11
Correct. Partial merge again, you would take some family members and move them into a different household. So I did not have one set up. But I can quickly do that. household management. And I can add myself to Johnny Appleseed household, and then I can partial merge myself back in.
Zach Malloch 17:44
And this might also be a point somebody asked the question about how you would merge two members of the same household if they accidentally were duplicated?
Keriann O'Leary 17:53
Yep. This would be the same way you would do it the same way. The only difference is, you would include the same household number. So you would go from in my database, my household is 56. So I would go from household 56 to household 56. So household transfer merge, I want to go from Johnny Appleseed household. To my household, which again, is number 56. I know that I can key it in or use the arrow like I had done over here for Johnny Appleseed. And then I would Click partial merge, because only one member from this household needs to go not every single person.
Zach Malloch 18:46
Right at the end of this, you still want to have two separate households, you're just moving a person around
Keriann O'Leary 18:51
Correct. Now I could actually even transfer this person to my household, and then I could do the partial merge from myself to myself, Do we want to see that instead?
Zach Malloch 19:03
Let's do the partial merge here, because that would be a little bit more of a standard thing. And then maybe you could just go to your household and create a duplicate member and show how that would work in that scenario.
Keriann O'Leary 19:12
Okay, so again, we have our FROM and our TO's. And because they're going to household 56. All of these members say yes, because they're going to be retained. But the from household by default is no because not every member will be merged. We're only doing a partial merge. So I need myself to merge with myself. So I will say, Yes, I'm being included. And I will make myself family member number one. There we go. Number one, number one, verify my results and continue Am I sure? Absolutely
Zach Malloch 20:03
Here's the preview, no conflicts.
Keriann O'Leary 20:08
And I can continue, merge complete.
Zach Malloch 20:11
So just kind of reiterating what actually happened there. So you had an extra member record, you were the third member in the Johnny Appleseed household, you told the system to become family member number one and go to your household. So then that member number three merged into your member number one that was already there. And now, the Johnny Appleseed household only has the two members in it. And yours now has the combined record for House member number one.
Keriann O'Leary 20:43
That's correct. Johnny Appleseed is back down to two, like they said in The Lion King, and I am back with myself in my household as I should have been, I'm complete, again.
Zach Malloch 20:56
Very nice.
Keriann O'Leary 20:59
And then we transfer. So this would be a member of one household going to another household. This doesn't have to be the same exact person. It would be any person going from one household to another household. So perhaps in let's let's just pull any random person. So my household has a lot of random people. Because I've done this a few times. And I can take one of those members and I can transfer them to (I have a tomb raider in here somewhere. Maybe I don't), let's take it to Kristen's household. Perfect. So I'm going out of 56 into household 102. And this does not limited to one family member, you could potentially transfer two, three or four. However many would need to go can be transferred. So I will Click transfer. Using... that's a new message.
Zach Malloch 22:18
That was just when you hit the transfer Button.
Keriann O'Leary 22:30
I can't make a new...
Zach Malloch 22:32
Yeah, I think I remember seeing that come up because there's there. I can't really think of any situations where you wouldn't be using the partial merge. Because you can you can basically use the partial merge, you say, Okay, well, I want family member number four to become family member number five and a new household and a family member. Number five, it doesn't exist, it's not merging. In combining with anything, it's just moving them from one household to the other household.
Keriann O'Leary 22:59
Correct. So that would be what I would do in this instance, you can't create a new household from here. So have to have that looked at. But what you can do is exactly what Zack said. So I can take a partial merge. And I can create a new member number for this person right here. And now. So let's go ahead and do that.
Bret Alarcon 23:21
I"m going to butt in real quick, I believe the transfer program was written for people that use manual household numbers and not automatic for household numbers. So if the manual household member meant something unique to the household, and for any reason had the change, that's how you can move a household into a different household member.
Keriann O'Leary 23:42
Okay.
Zach Malloch 23:43
Yeah, so not much use for many people.
Cullen Barber 23:46
Yeah, the military would use it. And some of the homeowners associations would use that. But I think yeah, I think you have to flip to a manual for that to work.
Keriann O'Leary 23:59
Do we know when that changed.
Zach Malloch 24:01
I think it's been like that. I think it's just like we get the that transfer word in our head a bit.
Keriann O'Leary 24:12
So we will take from household 56. Leroy. We will tell him Yes. And then we'll make him a new number. Oh, actually, he's number two. So that would be perfect. So in this instance, he'll go from household 56 into household 102 and he will also become family member number two. Now, if I also needed another person to go into that household, I could include them and then tell RecTrac Which family member member they would be and they would be the third member of that household. So these two members would transfer into Kristen's household. And I would still want to view those results. I've done transfer merges quite a lot, I still Click that Button, it's easy to make a mistake, just by tapping the key or fat fingering it or something, you could easily make a mistake like that. And if I had made this person number two, instead of number three, then this test person and Leroy would be combined, which I don't want, they're two separate people. So I would certainly want to make sure that family and member number three, and to check my box before I proceed.
Zach Malloch 25:48
Very good.
Keriann O'Leary 25:49
Are you sure, I am sure. Pre merge summary. And that's where it's just saying Leroy will be moved from this house. So to that household, I'm not combining any people. So it's not telling me this person will become this person. It's just letting me know which items from purchase history are going with these members to the correct household. And this is also helpful to in those instances where you have split households with dependents involved, you would want to make sure that the dependents are not duplicate members so that you're not enrolling them twice. Also, having them in the correct primary guardians household is important as well, because then it will keep any financial transactions in one person's household and become a family matter to resolve unless of a RecTrac thing where you've got various balances and, and can somewhat be removed from that situation, you'd say, well, that's household a, your household B. So on and so forth.
Zach Malloch 27:05
Are you ready for a couple of questions Keri? are there any other points you want to? Okay, so, had a couple of questions about primary guardians, can you talk just briefly about what you might need to be aware of if you wanted to either merge somebody out of a household if they were the primary guardian, or anything related to that?
Keriann O'Leary 27:25
Absolutely. So the primary guardian of a household has two roles in the household, they maintain the household information. So this whole slot here belongs to the household, although this Guardian is also a member, this box belongs to them. So the address and all of this has two roles. And you can see here, this is the household name, this is the household address, not I will not see personal details of myself, until I actually Click the member Details Button, and then it switches over. So because that person has two roles, RecTrac does not like a primary member to be transferred out of a household. So in that instance, what you can do is, and this feature only exists in household management. So you need to be in household management to complete this function. But within here, you can come down to the change primary Guardian Button. And you can tell RecTrac, what's happening. So it knows that I'm currently the primary guardian. And I'm going to tell it make me the secondary member. And then I get a choice of any person within the household that I would like to make that new primary guardian and maintain the household slot
Zach Malloch 28:59
and their primary Guardian status, that doesn't change their member number or anything like that. Correct. It's separate from that.
Keriann O'Leary 29:07
Oh, well, their member ID would be the same, because that mean, stays. But Loretta, I believe, if I chose Loretta, she would then be family member number one, because she's in that primary slot, it would not change any of the other member numbers.
Zach Malloch 29:23
Okay. All right. So then we had a real quick question. If you don't have the Next Gen interface, where can you find this program? I'll just answer that really quickly. It's under management and then under System Management, and then you can do a search on Screen for transfer or it's the fifth option down underneath household management also. So hopefully easy to get to that. Although, check out Next Gen. It's pretty nice.
Keriann O'Leary 29:55
I still have that open. I can just show that really quickly. I know Visual can be a little bit easier sometimes. So it just popped that up. So just like Zach said that is in system management. So management, system management, the household settings, and then it's right here as the transfer merge.
Zach Malloch 30:22
And then all the options are exactly the same between those two versions. And, and I know we're coming up at the end of this, but I know that especially leading up to this kind of a sensitive topic, but when when members become deceased, then sometimes you don't want to leave them even as inactive members in a household because a well intentioned but unknowing clerk might try to reactivate that person, you know, they will see them in global sales and might ask a question that might be a little bit inappropriate, depending on the situation. So could you address real quick Keri, how this plays into that kind of piece of the lifecycle?
Keriann O'Leary 31:02
Absolutely. So one, I think there might need to be some internal conversations about handling this subject sensitively. But what you could do is create a separate household. I don't know necessarily that you'd want to have a separate household for every patron that moves on or passes on. But you may want to have one possibly for each year, or, again, decide that internally. So you can create a separate household for that. Being mindful of the topic, and then create a name for that household such as deceased members or again, internally, however, you would like to handle that household name. And you can transfer those members into that household so that they can be handled a little bit more sensitively. I know with people signing onto WebTrac, it can be upsetting to still see that person potentially listed in there. And you would want to avoid any scenarios such as that.
Zach Malloch 32:18
Yeah. So basically, you're you're creating a householders repository. And then as you need to move people out, you're using the partial merge to take them out of their original households, and just put them into this kind of repository household. And it's completely it's, you know, it's just a digital record. So it's up to everybody to, like, how much do you need to potentially go back and, and extract from that. So then, you know, each person can go in there as a unique member of this other household. Or if you are really just moving the record, and you don't need to run reports on it anymore, you don't need to get that information from RecTrac, you could theoretically merge everybody into a single person, but obviously, then you wouldn't be able to distinguish that data afterwards.
Keriann O'Leary 33:03
One more thing that we've discussed is those split households where you had a child that existed in both households, but you don't want a duplicate patron, you want only one child so that they're only registered into one program. And I did transfer a member out of my household, I think into maybe Admiral Akbar's household, I'm not, I don't quite remember. But in here, what you can then do is you can make a link between that person and another household. So when the second parent goes to purchase the soccer class for little Johnny or Susie or whomever, you will get that message saying duplicate enrollment, and it will let you know that that child is already registered, and then you can tell the parent Hey, it looks like he's been registered, you might want to check with his other Guardian regarding that scenario. So to make that link to a person, you just need to update your household. So in here, in my household management, I'm going to Click Change and right here is add a member and then I can choose the option of add existing member. So I can go through all the people within the database and I can find that person. I think it was test one of these test people. Once they're highlighted, you can select them and then that person is added To the household. When you log into global sales, let's save this first, these members will be represented with a slightly different color. In the family member listing, so do have a couple of links between family members in my household with other households. And you can see here, these three members belong to other households. And that's very clearly shown by the fact that they have another color other than white, to represent them.
Zach Malloch 35:52
And just to there's a couple of questions about this. And something to keep in mind with this link is that the transaction piece is going to be tied to whichever household is actually doing that. And we didn't want to get embroiled into, you know, sometimes contentious situations where, you know, we don't want to have a part in the financial agreements that are made between households, and they seem to be so disparate, that it's hard to get something that would be consistent with that anyway. So the records, all the transactions are stored on each individual household. But what it does, by having those members linked is it prevents the duplicate registering. So if Dad already came in and registered the kid for summer camp, then mom comes in, it'll say they're already registered, because it's it's cross referencing that record, though mom won't be able to get those receipts, they won't be actually attached to her household in any way. So just a couple other quick things. You know, we do have a fair number of questions coming up here. But we're at time. So anybody that needs to leave, we completely understand. Thank you for joining us. And we'll be going through these questions, we'll be creating a follow up document for that. But maybe we can do like just a little bit of a speed round Keri and we can see what we can clear out. So one real quick question that Danielle asked. And I think that this is a good general return to what we said about like identifying your FROM and your TO households. So generally speaking, you want to go from the household with less detail, less purchase history, less correct information, and go to the household that has more of that information. And because we're assuming that process, we're really preserving the stuff in the TO household. So the question that Danielle brought up is, you know, the FROM member has the birth date, the TO member doesn't have the birth date. And when you combine them, you're left without a birth date. And it's because of the details, we're assuming that the the TO person has more of that information. So that's a little bit of that research that you'll want to do as you're preparing for this. And if you notice that the birthdate isn't on both of them, make sure that it gets to the TO household, even if it's because you're just updating it because you're looking at what's in the FROM household. So that's just a hopefully a clarification on that general process. Let's see. So I think Kim, we answered your question about if the child is shared in two households, either parent can register the child. Absolutely. So then that transaction history follows the the household in which the registration occurred. So any sort of other agreements that have to be taken care of outside of the system, in that case. Let's see. Add Existing number for children in two households. Okay, so here's a good one, Carrie, I think this kind of combines a couple of other pieces. So if somebody did not use that add existing member Button, and we we probably don't have to actually go through this on the Screen, but maybe you could talk it through it. So we actually created that child. So the child exists twice in two different households, rather than using that add existing member Button, what would you recommend to get us where we need to go?
Keriann O'Leary 39:22
That would be the partial merge, so you would want to merge them. And again, you would need to figure out which household is the primary household. But you can partial merge them, make sure that their number matches up so that that child merges with itself in the TO household and then you can go to household management and find the household you've transferred them out of and select Add Existing member so that you share a link between the person and both households because both households share the child, they go back and forth a couple days a week, or however that works out. And again, that avoids all of those scenarios with duplicate registrations, maintaining the balance in the household that registered the child. For example, if parent one purchases a pool pass for the child, the financial obligation belongs to household one. But then household two registers the child into swim classes, that financial obligation belongs to household two. And that leaves RecTrac and yourself completely out of those discussions. And again, household one wouldn't be able to register into that swim class, because that would be a duplicate enrollment RecTrac sees that shared purchase history for that child in both households. However, that swim class would only exist in the purchase history of household two, because household two is the household that registered them and maintains the balance.
Zach Malloch 41:07
So Sharon had a quick question, I think that this is just about the primary piece. So she asked if you could show an example of a deceased primary person moving to that household, I think this is a case where you would just need to make it a switch the primary person in that household before you did that merge.
Keriann O'Leary 41:29
Sure, so I would have to create a new household for that it can be whatever we would like this to be inactive. Members. Save. So what I can do is then go to, lets see, maybe Jimmy's household should probably have a couple of people in it. I'll change the primary guardian. And I'll make Laurie, the new primary guardian. And I will continue. I wish to continue. So that's household 85. And then on my transfer merge, I want to go from household 85. To member inactive. And I will do a partial merge because only one person would be going from this household to this household. And that would then be Jimmy. So I will say yes. And this works out very well for me because Jimmy is number two, and he will be added to household 105 as family member number 2 view those results. I would like to continue all of the things that Jimmy has done. We'll go with him into that household and complete. So if that person was recently deceased, be mindful of any household balances, they might carry for potentially an unused membership, they bought a Pay In Full or what have you, or they were billed recently because they were on installment billing and the member called you so their card was declined, etc. You would want to clear that up because then that would transfer to the household as well. And deceased patrons can't pay for their balances. So that would be something that you might want to address ahead of time and ensure that they don't have any outstanding items that need to be taken care of.
Zach Malloch 44:18
All right, and I see a little clarification from Sharon, she said that this was a case where it is only one member in the household. And that makes sense. You know, if you're trying to transfer somebody out of their household, they're the only person there we can't have a household with no members in it. But if they're the only person, then I would just inactivate the whole household because you wouldn't really worry about a member of their family coming in and accidentally seeing their name on the Screen or anything like that. So very good point. You cannot transfer the only person out of a household using these processes. You have to have at least one person in the household to remain. But in those cases, just go ahead and activate the whole household My recommendation. All right. Yeah. And I think that with this one, I mean, we're getting to some other questions that I think will be fairly easy to answer in the follow up document. And we are going 15 minutes over our time. So we will get to the other questions, you guys can look for those to be followed up with and posted on the RecChat archive within the next couple of days. And thank you so much for joining us, Carrie, there's enough questions here. Maybe it would make sense to do household merge or database management for households, part two at some point. So we'll keep you posted if we end up doing another one of those. But thank you all for your engagement. Thank you all for your questions. And we will continue to answer them and get back to you.
Keriann O'Leary 45:49
And remember, you always have your Demo database, so you can't break it. You can just replace it. So always go ahead and feel free to do any merges or whatever you would like to test in the Demo, so that you can maintain the integrity of your live and work out how you need to go about that.
Zach Malloch 46:07
Absolutely. And yeah, so I will go ahead and say goodbye and Brett if you could take us out.
Cullen Barber 46:16