Convert-Contacts-to-a-Household

To complete this procedure; you must have Insert; Modify; and Delete permissions for Contact List entries.

Use this procedure to convert Contacts to Households. You are asked to confirm if you want the new Household to inherit the Contact’s address. All data is transferred to the new Household entry and the original Contact is automatically deleted.

You can convert a single Contact; or you can select multiple Contacts to convert them all at the same time. You can select Contacts from the main list in the Contact List page and from the Contacts following pane.

1. Click on the Contact entry to make it the current entry.

– or –

Select multiple Contact entries.

• Click the checkbox to the left of entries.

1. Select Edit > Convert Contacts to Households.

The menu applies only to entries selected in the main list.

– or –

Right click and select Convert Contacts to Households.

1. Click OK to confirm the change.