Update Household Information for a Mission Pathways profile.
This article provides steps to update household information for a Mission Pathways profile.
Household information for the parishioner, such as the household name, if they are the primary contact, the role they play in the household, whether their profile should be removed, added or if a new household should be created, all can be updated in the Profile module. All profiles related to this person are viewable here.
Complete the steps to update household information:
1. On the homepage click on Accompany Find People.
2. Click on Profiles in the menu.
3. Click on the desired profile to open and view.
4. Click on the the edit pencil icon to update household information.
5. Enter the Household Name. (Click on the x to delete the current entry.)
6. Click on the pencil icon to edit the next section.
7. Place a checkmark in the box if this parishioner is the Primary Contact.
8. Click on the drop-down menu to select the parishioner's role in the household. (Head, Husband, Wife, Spouse, Adult, or Child.)
9. Make the appropriate selection if necessary to Remove from Household, and then determine if the profile should be Added to an Existing Household or if a New Household should be Created.)
Note* All profiles associated with this person can be viewed here. Changes can be made as needed. Moving a person into this household must be done from their profile.
10. Click on Save.
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