The Households Tab is where you can view and group people that are in the same house.
Modify Person Households Screen
To add a household, click . This will bring up the Household Primary Contact Screen.
Household Primary Contact
On this page, you will enter the primary contact for the new Household. Hit ok to add the contact. You will be returned to the Households Screen with the new primary contact displayed.
To add other members to the household, click on next to the Primary Contact
This will bring up the Add Household Screen
Add Household Screen
Here you see the members that are currently in that household and can add new members. To add a new member, click .
This will bring up the Customer Search Screen. Here you will enter the criteria that you are searching for.
Hit Search to bring up the customers that matched your search.
Select Household Member
Put a check mark next to the name you want added and click Select.