- Click the household index (blue house icon),
- Click the household's name.
- 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)
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