Okay, so is it correct that the only way to add a second person/individual (typically the wife) is to create a new individual record for the wife, then create a household record and then affiliate the two records to the household?? This seems rediculously long.... And the address information doesn't carry over to the second individual record? This can't be right can it?? I know this seems basic, so I appolgize, if there is a good tutorial on the network, please direct me to it... just seems so silly if these are the steps.
Heather
In reply to Heather –
We allow members to add a partner to an account but we always want to know who the ‘real’ member is. For this reason we leave the A1 and A2 alone so that the A1 is the member and the A2 the +1.
For instances where the member is Mrs I set up another salutation format which I called ‘reverse household’ so that the Development team could pick this one to get the salutation into the less odd-looking Mr and Mrs format. It’s not always appropriate but it’s an available option.
THANK YOU!
One more related question... if the initial existing record is the wife, and you are adding the husband, is there a good way to swap A1 with A2 in the household record so it's the correct salutation?
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