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Edit Household

Modify household information, advisor assignments, and other household properties.

Required Permissions​

households

Overview​

The Edit Household functionality allows advisors to update household information, reassign advisors, and modify household settings. This ensures household data remains accurate and up-to-date as family circumstances change.

Accessing Edit Household​

From Household Details Page​

  1. Navigate to the household details page
  2. Click the Edit Household button in the top-right corner
  3. The edit modal will open with current household information

From Client Details Page​

  1. Navigate to any client's details page
  2. Click on the Households tab
  3. Click View Details on the household you want to edit
  4. Click the Edit Household button

Edit Household Form​

Editable Fields​

Household Name​

  • Current Value: Displays the existing household name
  • New Value: Enter the updated household name
  • Validation: Name is required and must be unique
  • Best Practice: Use descriptive names that clearly identify the household

Description​

  • Current Value: Shows the existing description
  • New Value: Enter updated description text
  • Optional Field: Can be left empty if not needed
  • Best Practice: Provide context about household composition or focus

Advisor Assignment​

  • Current Advisor: Displays the currently assigned advisor
  • Advisor Selection: Choose a new advisor from the dropdown
  • Required Field: Must select an advisor
  • Best Practice: Ensure the new advisor has appropriate permissions

Status​

  • Current Status: Shows whether household is active or inactive
  • Status Options:
    • Active: Household is operational and can be used
    • Inactive: Household is archived but not deleted
  • Best Practice: Use inactive status instead of deletion when possible

Workflow​

Step-by-Step Process​

  1. Access Edit Form: Click the Edit Household button
  2. Review Current Information: Check existing household data
  3. Make Changes: Update the fields that need modification
  4. Validate Information: Ensure all required fields are completed
  5. Save Changes: Click the Update Household button
  6. Confirm Success: Verify changes are applied correctly

Form Validation​

  • Required Fields: Name and advisor must be provided
  • Unique Names: Household name must be unique within the organization
  • Advisor Permissions: Selected advisor must have household management permissions
  • Data Format: Ensure data is in the correct format

Best Practices​

Household Naming​

  • Descriptive Names: Use names that clearly identify the household
  • Consistent Format: Follow organizational naming conventions
  • Family Focus: Include family relationship context when appropriate
  • Avoid Ambiguity: Ensure names are not confusing or misleading

Description Updates​

  • Clear Purpose: Explain the household's composition and focus
  • Family Context: Include relevant family relationship information
  • Service Focus: Describe the types of services provided
  • Regular Updates: Keep descriptions current as circumstances change

Advisor Assignment​

  • Appropriate Expertise: Ensure advisor has relevant experience
  • Workload Balance: Consider advisor's current client load
  • Communication: Inform clients of advisor changes
  • Smooth Transition: Plan for seamless handover of responsibilities

Status Management​

  • Active Status: Use for operational households
  • Inactive Status: Use for archived households instead of deletion
  • Documentation: Record reasons for status changes
  • Review Process: Regularly review household status

Common Scenarios​

Family Changes​

  • Marriage: Update household name and description
  • Divorce: Consider creating separate households
  • Children: Add new family members to household
  • Elderly Care: Adjust household composition for care needs

Advisor Changes​

  • Advisor Departure: Reassign household to new advisor
  • Workload Redistribution: Balance household assignments
  • Specialization: Assign households to advisors with relevant expertise
  • Geographic Changes: Reassign based on location

Service Evolution​

  • Service Expansion: Update description to reflect new services
  • Focus Changes: Modify household focus as needs evolve
  • Life Stage Transitions: Adjust household structure for life changes
  • Wealth Growth: Update household management approach

Troubleshooting​

Common Issues​

Cannot Save Changes​

  • Check Required Fields: Ensure all required fields are completed
  • Verify Permissions: Confirm you have household edit permissions
  • Unique Name: Ensure household name is unique
  • Advisor Permissions: Verify selected advisor has appropriate permissions

Advisor Not Available​

  • Check Advisor Status: Ensure advisor is active in the system
  • Verify Permissions: Confirm advisor has household management permissions
  • Contact Administrator: Request advisor permissions if needed
  • Alternative Assignment: Consider other qualified advisors

Name Already Exists​

  • Check Existing Names: Review other household names in the organization
  • Modify Name: Adjust the household name to be unique
  • Add Suffix: Consider adding numbers or descriptive text
  • Contact Administrator: Request name change if necessary

Getting Help​

  • Contact your system administrator for permission issues
  • Use the in-app help features for context-specific assistance
  • Refer to the troubleshooting sections in other guides

Next Steps​

After editing a household, you can: