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Associating Contacts with Households

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

To add a contact to a household

  1. Navigate to the Households screen > List view.
  2. In the Households list, drill down on the household to which the contacts will be added.
  3. Click the Contacts view tab.
  4. In the Contacts list, click Add, and do one of the following:
    • Select an existing contact and click OK.
    • Perform a query to choose an existing contact.
    • Select New to add a new contact.

      The contact is associated with the household.

      NOTE:  In the Households screen, a contact's address is his or her residential or personal address. In the Contact's screen, a contact's address is his or her work address. Household addresses can only be selected from among residential addresses.

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