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How do I Delete or Restore (Undelete) a Household?

Delete a Sample, Stencil, Client, or Prospective Household

Written by Mike S

Delete a Household

A houshold in your Household Index can be any of four types: Stencil, Sample, Client, Prospective. All types are deleted the same way. Follow the steps below to delete a household from Asset-Map.

Note: Delegates do not have the ability to delete households from Asset-Map. This restriction ensures that only users with the highest level of access can make significant changes to household data, thereby maintaining data integrity. However, shared households (subadvisor: advisor to advisor) can be deleted by both advisors.

  1. Navigate to the specific household you wish to delete. If you are in your Household Index, click the Household name.

  2. Click Edit next to the Household's name on the Household's Summary page.

  3. Click the Delete button on the Household Information page.

Restore a Household

  • Navigate to User Preferences, found by clicking your likeness in the upper right area.

  • Scroll to "Manage Deleted Households" section.

  • Click View Deleted Households. This lists the households deleted within the past 30 days.

  • Select the Household(s) in the list you wish to restore (undelete)

  • Click Restore Selected

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