Transfer Family Member : Solution Center

Transfer Family Member Print

Modified on: Fri, Mar 1, 2019 at 9:35 AM

1. Open client profile

2. Click Family from the sidebar

3. Click Manage Family

4. Locate the client you wish to transfer to another family and click the gear icon

5. Select Transfer Family Member

6. Screen overlay will appear

7. Type the name of the Head of Household to whom you wish to transfer this client

8. Select their name from the drop-down list

9. Click Transfer

10. The client has transferred to their new household

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