Option for household changes to populate individual profiles linked to household
We would like an option for changes to households to populate/update the individual profiles linked to that household.
Now, when we make an address change or a change to Profile Types for a household profile, we must make the same changes to each individual profile linked to that household - in other words, we often must make the same exact edit on three or more profiles.
For example, if we discover that the address we have on file for a household with 2 linked individual profiles is incorrect, we mark the incorrect address as inactive, then add the correct current address. We must do this 3 times: on the household profile and then on each individual profile.
When making a change to household information, if there were a prompt for the edit to populate linked individual profiles, it would drastically reduce the amount of work we must do when making routine changes in CSuite.
If there currently is a workaround that has helped other users, please let us know!
Bradford Hoar
shared this idea
