Specifying Addresses for Household Contacts

Complete the following procedure to specify an address for the household contact.

To specify an address for the household contact

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

  2. Drill down on the Name field of a household record.

  3. Navigate to the Contacts view, select the contact in the Contacts list, and drill down on the Last Name field.

  4. Navigate to the Addresses List view, create a new record in the Address list, and complete the necessary fields.

  5. Click the thread bar to return to the Contacts view of the Households screen, and then scroll down to display the Contact form.

  6. In the Contact form, complete the following steps:

    1. Click the select button in the Address field to display the Contact Addresses dialog box.

    2. In the Contact Addresses dialog box, select the Primary check box for the contact’s main address, and click OK.

    3. In the Contact form, complete additional fields.

      Some of the fields are described in the following table.

      Describes the fields to complete in the Contact form.

      Field Comments

      Account

      Select the business or organization associated with the contact.

      Site

      Displays the site of the account associated with the contact.

      Address

      Select the contact’s address or addresses. The procedure for entering the addresses to appear in this field is described in Step 4.

      Email

      Type the contact’s email address.

Note: In the Households screen, a contact’s address is the residential or personal address. In the Contacts screen, the address in the Contact form is the address of the account associated with the contact. In the Addresses List view of the Contacts screen, you can specify a contact’s other addresses. You can select household addresses only from these individual contact addresses.