Launchpad Accounts

When naming accounts, we recommend that you use a naming convention that will allow you to distinguish unique accounts with the same last name. For example, if you have multiple households with the name Johnson, you may elect to name as follows: Johnson_123 Any Street (enter their street number) If you have two individuals residing at the same address but planning to purchase separately, you can name as follows: Jack and Jane Johnson JohnsonJac_123 Any Street JohnsonJan_123 Any Street.

When two clients who initially planned to purchase together decide not to but to purchase separately, a second household should be created for the non-head of household individual and the contact should be moved to the new household. You will then be able to open a new case for that individual and they can be counseled separately.

An Organization Account is an account created to capture information about non-client individuals or organizations i.e. organization partners, funders, presenters, etc.

'Dependent Count' and 'Household Income' must contain a value of at lease zero [0]. These fields cannot be blank. If you enter the 'Billing County' manually, you must enter the word 'County' using a capital 'C'. However, it is a best practice to use the 'AMI Lookup' tool included on the screen to populate the County.