Why are some households missing from the household directory?
You will need to set your contacts and households up to share their phone, email and address information, for the household directory to generate
How do I set a household?
- In the School module, click on the Households tab.
- Under the Households tab, you are on the directory page and will want to view all the households; under the list on the right side, set the view to view all households.
- At the top of the list, select the checkbox to check all households.
- Scroll to the bottom of the list and select "Bulk Actions" and then "update household".
- Set the "shared" settings to "Yes" and click save.
How do I update contacts within a household?
- In the School module, click on the Households tab.
- Under the Households tab, select the Contacts page.
- You will want to view all the contacts; under the list on the right side, set the view to view all contacts.
- You will want to view all the contacts; under the list on the right side, set the view to view all contacts.
- Scroll to the bottom of the list and select "Bulk Actions" and then "update conduct info".
- Set the shared options and click Save.