1. Click the household index (blue house icon), 
  2. Click the household's name.
  3. From the dashboard of the household, click the block title "Household Details" (or click EDIT next to the title)

The Details area has the following information that can be modified:

Status: Client, Prospective, Sample, Stencil
Household Name (also appears on the cover page)
Address
Country
Currency
Phone number
Description/notes about the household that are for your eyes and are not printed.
Private - make the household private so that your delegate or sub-advisor will not be able to access it

Click SAVE to save your changes.

Tags: household, details, summary, address, phone number, email, country, currency, private, privacy, status, client, prospect, sample, stencil


12/2018

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