Part I – Common Tasks
Profile Management – Linking Two or More Profiles
Step 1
Every person gets their own profile in the database. However, if two or more are members reside at the same address, they can be linked as a Household.
To start the linking process, locate the profile of the primary member and click on the “Relationship” button.
Step 2
Search for the second member under the “Add Relationship” section. Enter first and/or last name and click “Find.”
Step 3
Click on the correct name from the search results (image A).
You now have three items that must be selected before you can establish the relationship:
Under “Relationship Type” choose HOUSEHOLD (image B).
For the primary member, choose the role of PRIMARY (image C).
For the second member, choose the appropriate role, which is often SPOUSE. (image D).
Click SUBMIT to save this relationship.
You will know that you have correctly entered this information if you see the linked name below the primary contact name, and there is now an entry in the “Relationships” table (image E).
A
B
C
D
E