RecDesk Director Online Help

Organizing as Household/Organization Groups

Members can be organized into Household Groups or Organizations for convenience.
The Household Name defaults to the Member's Last Name. Click Edit Name to change the name or the type. The Type defaults to Household. For Organizations, change Type to Organization. (Note: if this is an Organization, all Members acting on behalf of this Organization should be added as New Group/Family Members here)
To Add a new Household or Organization Member, navigate to the profile you would like to add that individual onto and click the Add New Group/Family Member button. The advantage to organizing members into a Household or Organization are:
Member Profile with Family Group