OSV Directory

home/Knowledge Base/OSV Directory

Change Head of Household

This article will cover steps to change the Head of Household after you have Searched for a Family

  1. Begin in the Directory on the Family Members page for the family that has been selected.
  2. Open the drop down menu from the ellipses (kebob) at the top right side of the Family Details card.
  3. Select Change Head of Household.
  4. Select the New Head of Household name from the drop down on the side sheet that appears on the right side of your screen.
  5. Select New Type for Current Head of Household if the Member Type  should be changed.
  6. Click on Update.
  7. View the Family Members page to ensure your changes have been applied and are correct.

 

Note*Visual steps are best viewed at full screen.

https://help.osvhub.com/wp-content/uploads/2020/10/Change-Head-of-Household.mp4
Tags:changeheadhousehold

Was this helpful?

Yes No
Related Articles
  • Delete Physical Contributions in the Directory
  • View Physical Contributions in the Directory
  • Edit Physical Contributions in the Directory
  • Link Accounts from the Directory to a New Managed Account
  • Mark as Deceased
  • Edit the Date of Death

OSV Directory
  • Delete Physical Contributions in the Directory
  • View Physical Contributions in the Directory
  • Edit Physical Contributions in the Directory
  • Link Accounts from the Directory to a New Managed Account
  • Mark as Deceased
View All 87
Popular Articles
  • Add Multiple Managed Accounts
  • General Online Giving Export
  • Download Form Submissions
  • Make a Fund a Featured Fund or Remove a Fund as Featured
  • Refunding a Payment
KB Categories
  • Getting Started
  • Learn More About Us
  • OSV Billing
  • OSV Directory
  • OSV Envelopes
  • OSV Forms
  • OSV Giving
  • OSV Religious Ed
  • OSV Websites
  • © 2020 OSV Hub. All Rights Reserved.