Siebel Applications Administration Guide > Households >

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. Click the Contacts view tab.
4. In the Contacts list, use one of the following methods to specify the contact you want to add:
   • To add an existing contact to the household, click Add, select the contact from the Add Contacts dialog box, and click OK.
   • To add a new contact to the household, click New.
5. Complete the 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 add a new contact to the household.
   Employee Flag	Displays a check box that indicates the contact is an employee of your company.

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. Click the Contacts view tab, and in the Contacts list, select the contact and drill down on the Last Name field.
4. Click the Addresses List view tab, and in the Addresses list, create a new record, and complete the 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 row and the Primary check box for the contact's main address, and then click OK.
   3. In the Contact form, complete additional fields.

      Some of the fields are described in the following table.

      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.