RecDesk Director Online Help

Moving Member to Different Household

To Move a Member from one Household/Organization to another:
  1. Go to the Member tab and search by Last Name for the Member you would like to move to another Household or Organization
  2. Select that Member and scroll down to the bottom of their Member profile
  3. Click on the Move Member to Different Household button at the bottom-right:
4. Enter the first few characters of the last name of the Member being merged to and select it from the list. Click on the Move Now button. That's it.
Note: Household Credit balances transfer if from Member is the only person in the Household