Siebel Applications Administration Guide > Households >

Storing and Viewing Information About Households

The following types of information can be indirectly related to a household by associating the information with the contact record for any member of the household:

• Attachments
• Notes
• Opportunities
• Service Requests
• Agreements
• Assets

The Household screen's views that correspond to these types of information are read-only. The information must be stored and modified using Contact screen views.

This task is a step in Process of Managing Households.

Storing Information Related to Household Contacts

Complete the following procedure to store additional information related to a household contact.

To store additional information related to a 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.
4. In the Contacts list, drill down on the Last Name field to display the Contacts screen.
5. Click the appropriate view tab for the type of information you want to add:
   • Attachments
   • Notes
   • Opportunities
   • Service Requests
   • Agreements
   • Assets
6. In the view tab list, create a new record, and complete the necessary fields.

If the contact who is associated with Attachments, Notes, Opportunities, Service Requests, Agreements, or Assets leaves the household, the information stays accessible through the Household screen if Siebel Call Center users register the contact's departure by adding an exit date to the Household Contact record. If a user deletes the Household Contact record for the departing contact, the information associated with that contact is no longer associated with the contact's former household.

Viewing Information Related to Households

Complete the following procedure to view additional information related to a household.

To view additional information related to a household

1. Navigate to the Households screen, then the List view.
2. Drill down on the Name field of a household record.
3. Click the view tab for the type of information you want to view:
   • Attachments
   • Notes
   • Opportunities
   • Service Requests
   • Agreements
   • Assets

     The corresponding list appears.