This article will show you how to navigate Household details within Atlas once your Household has been created.
You can also learn to change a household name or how to delete a household.
First, navigate to the Households view on the Clients page. This brings you to a table of your households.
This table lists household-level data, the date on which the household was opened, total balance and corresponding billing group (if applicable).
Clicking a household name will bring up a Household Details page. This page shows opening date, assigned benchmarks, and accounts within the household. You can view a specific account's details by clicking the account name or you can jump into a web report for this household by clicking View web report.
Here, you'll also find Appraisals, Allocation Summary and any previously generated printable Reports for this household. The dates of the reporting period and the number of sub reports are displayed in the reports table.
Click download to download the PDF report.
Change a Household's Name
Should you need to change the name of a Household once it's been created, head over to the Households tab on the Clients page and scroll to the far right of your Households table. There, you will see the edit icon that will allow you to update any Household name.
Make sure to hit Save when you're done.
Adding an Account to a Household -or- Moving Accounts to Different Households
From the Accounts View on the Client's Page, select which account(s) you'd like to map to a new household. On the top right, click Actions → Map to Household
Your account will then be assigned to that new household
From here, you'll be able to select a new household for that account. Hit Save.
