Bookshelf v7.5: Adding Contacts to a Household

Siebel Call Center User 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.

To add contacts to a household

Navigate to the Households screen, and in the Households list, select the household to which the contacts will be added.

Click the Contacts view tab.

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.

Complete the fields for the record.

The following table describes some of the fields.


Field	Comments
Alias	Contact's nickname.
Date Entered	Date that the contact became a member of the household.
Date Exited	Date that the contact left the household.
Employee Flag	Indicates that the contact is an employee of your company.
Income	Contact's income.
Households	One or more households in which the contact is a member.
Primary	When selected, designates the current contact as the main decision-maker for the household.
Relationship	Indicates the role of the contact within the household.

To specify an address for the household contact

Navigate to the Households screen, select the household in Households list, and then click the Contacts view tab.

In the Contacts list, select the contact and drill down on the hyperlink in the Last Name field.

The Contact form and an Activities list appears.

Click the Addresses view tab, and in the Addresses list, add a record and complete the fields.

Click the thread bar to return to the Household Contacts view, and then scroll down to display the Household Contacts More Info form.

In the More Info form, click the select button in the Address field to display the Contact Addresses dialog box.

In the Contact Addresses dialog box, select the row and the Primary check box for the contact's main address, and then click OK.

In the More Info form, complete additional fields.

The following table describes some of the fields.


Field	Comments
Account	Business or organization associated with the contact.
Address	Contact's address or addresses. The procedure for entering addresses to be displayed in this field is described in Step 2.
Email	Contact's email address.
Site	Site of the account associated with the contact.

NOTE: In the Households screen, a contact's address is the residential or personal address. In the Contacts screen, the address displayed in the Contact form and the Contact More Info form is the address of the account associated with the contact. The Addresses view tab for the Contacts screen holds the list where a contact's other addresses can be specified. Household addresses can only be selected from these individual contact addresses.