Adding Contacts to a Household

Contacts are individuals associated with a household. Agents can specify one person in the household as the head of household and then identify the others as spouse, child, or dependent parent.

This task is a step in Process of Managing Households.

To add contacts to a household

  1. Navigate to the Households screen, then the List view.

  2. Drill down on the Name field of the household record to which to add the contacts.

  3. Navigate to the Contacts view.

  4. In the Contacts list, perform one of the following steps to specify the contact to add:

    • Add an existing contact to the household, select the contact from the Add Contacts dialog box, and click OK.

    • Create a new record in the Contacts list.

  5. Complete the necessary fields for the record.

    Some of the fields are described in the following table.

    Field Comments

    Primary

    Select the check box to designate the current contact as the main decision-maker for the household.

    Income

    Type the contact’s income. This value is not used to calculate the household’s total income.

    Relationship

    Select the role of the contact within the household.

    Households

    Select one or more households in which the contact is a member.

    Alias

    Type the contact’s nickname if you create a new contact for the household.

    Employee Flag

    Displays a check box that indicates the contact is an employee of your company.