How do I Create a Super Household?

As you review your householding relationships, there may be situations where you want to combine separate households into one.

For example, if during the householding process, ExecuTrax determined a separate business household and a separate retail household for the same person. In this case, you could combine the households into one, Super Household so you are only marketing to the household once.

Use the Following Instructions to Move a Household:

1. Access the Full Browse viewing option using the Research Tool (Discovery/Research). Locate both households you want to combine into one by using the Find feature and notate the HH# for each.
2. Again, using the Find feature, navigate back to the first household.
3. Select the Acct Detail tab and click Move under the Account Section.
4. Use the Find feature to locate the household you plan to move this relationship into.
5. Select the household, click Move all accounts and then Select.

TIP! Once you have finished super householding, you will need to run a household update to reflect the changes you have made. Be sure NOT to check the last option on the Household Update screen though, “Final Household Update Check". Contact Marquis Support if this option is already checked.