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Adding a new Household from record should auto-populate primary contact info

Creating a new household is needlessly cumbersome, especially when a record is already open. A new household should auto-populate the open record.


Steps for creating a new household, from an open record:

  1. Open an individual constituent record, which is not part of a household

  2. Under "primary relationships", click "add to household"

  3. Click the Magnifying glass to search for households

  4. Click "(+) Add" to create a new houshold

  5. Click Household members


Results:

  • Primary Household contact is blank

  • Altru user must now search for constituent record in step 1


Expected:

  • Primary Household contact be pre-populated with the open record


Additionally, searching an existing individual should support Look-up ID in addition to the name. (Separate Idea submitted for this at https://altru.ideas.aha.io/ideas/ALTRU-I-2566 )

  • Guest
  • Jun 7 2023
Reports
Customer references Red Butte Garden
  • Attach files

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