The Households Module |
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The Households Module |
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The Households Module |
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The Households Module |
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The Households Module provides a main grid with a view of all households and a smaller grid on the right with details for the individuals in each household.
Icon |
Action |
Description |
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Show |
Filters the data in the grid based on Status. Select the boxes in the drop-down list to indicate the status(es) of households to display. |
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Search HH Filing Name |
Filters the grid to show only households whose names match the criteria entered in the text field. (Pressing the Enter key also performs the search.) |
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Open Member |
When a member is selected in the individual section, opens the member in the Member Window. |
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Open Household Ledger |
Opens the Household Ledger for the selected family to manage fees and payments. |
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Open Registration Window |
Opens the Registration Window Dialog for the selected family to manage registration related events. |
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Print Registration Form |
Opens the Registration Form report dialog to print a registration form for the selected clubber's family. |
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Grid Tools |
Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data. |
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Many of the actions are also available through the right click pop-up menu. |
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The right click pop-up menu provides an option to "Rederive the Household Filing Name". It is derived from the Last Name followed by a dash and a list of all Preferred Names in the household. Example: "Green - Sandy, Michael, Tina". In households that have persons with different last names, the last names are listed in alphabetical order, separated by "/". For example, for Rebecca Brown, Chad Smith and David Smith: "Brown/Smith - Rebecca, Chad, David". |
