Applications Administration Guide > Households >

Adding a Household Record


Use the following procedure to add a household record.

To add a household

  1. Navigate to the Households screen > List view.
  2. In the list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Fields
    Comments

    Address

    Automatically populated with the address of the primary household contact.

    Category

    Indicates the value of the household to your organization. Available values are Platinum, Gold, Silver, and Standard.

    City

    Automatically populated with the city where the primary household contact resides.

    Created

    Date and time the record was created. Automatically populated.

    Created By

    User ID of the person who created the record.

    Head of Household

    The main decision-maker for the household. Available values are all the contacts for the household.

    Household #

    Unique identifier for the household. Automatically populated.

    Income

    Total income from all members of the household.

    Name

    A name that identifies the household. Typically this is the last name of one or more contacts who are members of the household.

    Organization

    The organization that interacts with the household.

    Revenue

    Revenue your organization obtains from this household.

    Segment

    Indicates general economic class of the household, or home-ownership status. Typical values are White Collar, Blue Collar, Rural, Own Residence, and Renter.

    Size

    Total number of people in the household.

    State

    Automatically populated with the state where the primary household contact resides.

    Status

    The current stage in the customer interaction life cycle. Defaults to Active for a new household record.

    Team

    Employees assigned to work with this household. If a call center user is not a member of the household team, that user will not receive information about this household during Mobile Web Client synchronization.

    Type

    Types of people that make up the household. Typical values include Family - Children, Family - No children, Family - Senior Citizen, and Single.

    Wealth

    Estimated total wealth of the household.

    Zip Code

    Automatically populated with the zip code of the primary household contact.

Applications Administration Guide