Transferring the last person in a household to a new case record

Transferring the last person in a household to a new case record

The SmartQuest development team is currently working on a wizard that will make this task easier. Until the wizard is published in the next release of the software, transferring the head of household can be implemented using the following technique:

(1) Create a fake household member. You can generally use a SSN such as 999-99-1234 and a name such as "remove me"
(2) Right click on the new (fake) household member and select "make applicant".
(3) Right click on the person you wish to move and select "move applicant"
(4) Enter the social security number (with dashes) and select "ok"
(5) delete the fake household member.

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