Table 8. Views of the Households Screen
Field
|
Description
|
All Households
|
Displays a list of all households throughout your company, within the organization to which you belong.
|
My Households
|
Displays a list of households assigned to you. Typically, you add new households in this view.
|
All Households Across Organization
|
Displays all households throughout your company.
|
My Team's Households
|
Displays a list of households assigned to your team.
|
Summary
|
Displays a summary of opportunities, vehicles, service requests, and quotes associated with contacts who are members of a household.
|
Vehicles
|
Displays vehicle information, including VIN#, make, and model associated with a household. A hyperlink in the VIN# field navigate to the Auto Vehicle Standard Features and Image view. A hyperlink in the Model field navigate to the Product Features and Image view.
|
