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Viewing Household Summaries

The Household Summary view provides a comprehensive view of the household's relationship with an end user's organization in an editable format. This view displays basic information about the household, contacts, financial accounts, and past or pending service requests.

To view household summary information

1. Navigate to the Households screen > List view.
2. In the Households list, drill down on the household for which you wish to view summary information.
3. Click the Summary view tab.