TABLE OF CONTENTS
- Houshold Changes
- How to remove a Client from a Household
- For additional assistance with removing Clients from a household
In Chintaro, Clients are grouped in to Households, consisting of one Primary Tenant and all other Clients are Related Tenants. At times, someone will leave a Household, and you will want this reflected in the Household in Chintaro.
In this example, Eddie Vedder's wife Jillian has left the Household and she needs to be removed from the Household:
How to remove a Client from a Household
To indicate that a Client is no longer in a Household, click Clients in the Toolbar, and find the Client from the Search Screen. Double click their name to open their Client screen.
All Related Tenants will have the No box ticked for Primary Tenant:
You will need to click the Yes box to indicate that they are now their own Primary Tenant, and they are no longer related to the Primary Tenant listed:
The Primary Tenant's Client Record will now indicate that the Client is no longer part of the Household:
For additional assistance with removing Clients from a household
For further assistance with households, please email email@example.com with a description of the scenario you would like help with and a support representative will assist you.