To reduce potential duplicate households created, the admin function to add a new household now includes an existing member lookup.
Step One: Identify a Household Member via UUID or First and Last Name Lookup
Use either the UUID Lookup or the First/Last Name fields on the “Add New Household” screen to find a known member within your Club or system.
UUID Lookup: Add the UUID of a household member and click the Lookup button once the green Valid text appears.
First/Last Name Lookup: Add at least the first three letters of a person’s first name AND the entire last name, and click out of the text box to start the name match lookup.
Lookup process via UUID Search
Lookup process via First and Last Name Search
Step Two: Select an Existing Member and Household or Create a New Household
Potential household and person matches will be presented to you with redacted information. Information supplied on potential matches is limited to First/Last Name, redacted email, gender, redacted birth date, street address, and zip code.
Use the Green Select Person button to proceed to work with the selected member’s household.
Click the Save button on the Add Existing Person view (this will not create another person) to view and manage the household.
If the potential matching members do not result in a positive match, click the Cancel button on the Person lookup results view to proceed with creating a new household.
Step Three: Identify Potential Duplicate Households by Street Address
If you are adding a new member to a household because no matches were identified, the system will conduct a final check on the first ten characters of the street address to find potential matching households.