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Households Tab

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The Households Tab is where you can view and group people that are in the same house.

 

Modify Person Households

Modify Person Households Screen

 

To add a household, click addicon.  This will bring up the Household Primary Contact Screen.

 

 

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.

 

Add Household with primary Contact

 

To add other members to the household, click on Pencil Icon next to the Primary Contact

.

This will bring up the Add Household Screen

 

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 Add Button.

 

This will bring up the Customer Search Screen. Here you will enter the criteria that you are searching for.

 

Customer Search

Customer Search

 

Hit Search to bring up the customers that matched your search.

 

Select Household Member Screen

Select Household Member

 

Put a check mark next to the name you want added and click Select.