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.