Siebel eFinance Guide > Households > End-User Procedures >

Adding a Contact to a Household

Contacts are persons associated with a household. End users 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 a contact to a household

  1. Navigate to the Households screen.
  2. From the Show drop-down list, select My Households.
  3. In the Households list, select the household to which the contacts will be added.
  4. Click the Contacts view tab.
  5. In the Contacts list, add a record.

    The Add Contacts dialog box appears.

  6. In the Add Contacts dialog box, you can do one of the following:
    • Select an existing contact and click OK.
    • Perform a query to choose an existing contact.
    • Select New to add a new contact.

      The contact is associated with the household.

      NOTE:  In the Households screen, a contact's address is his or her residential or personal address. In the Contact's screen, a contact's address is his or her work address. Household addresses can only be selected from among residential addresses.


 Siebel eFinance Guide 
 Published: 20 October 2003