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Wealth Management > Households > Household Fields
Household Fields
Use the Household Edit page to add a household or update details for an existing household. The Household Edit page shows the complete set of fields for a household.
NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see might differ from the standard information described in this table.
The following table provides additional information regarding some fields. Many fields on the Household pages are read-only because they are calculated from the contact records linked to the household with the Roll Up field checked. Additive fields, such as Total Assets, are totaled from all contacts with the Roll Up field checked in the household. Non-additive fields, such as addresses, are usually rolled up from the primary contact in the household.
If there are no contact records linked to the household, you can add contacts to the household record, see Tracking Household Members.
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Field
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Description
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Key Household Information
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Household Name
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Limit of 50 characters.
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Primary
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Read-only.
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Household Detail Information
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Type
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Default values are: Family - Children, Family - No Children, Family - Senior Citizen, Single, Single Parent Family, Family, Extended Family, Unmarried Couple, Empty Nest, Retired, and Other.
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Segment
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Default values are: White Collar, Blue Collar, Rural, Own Residence, Renter, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth.
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Last Activity
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Read-only. Reflects the date of the last activity linked to the household.
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Head of Household DOB
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Read-only.
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Additional Information
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Account
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Read-only.
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Contact
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Read-only.
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Owner
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The owner of the household record.
Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access.
The value in the Owner field affects which records are included in reports that you or your managers run in the Analytics pages.
Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.
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Household Financial Profile
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Total Income
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The total income for all contacts that roll up into the household. Read-only.
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Total Assets
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The total assets for all contacts that roll up into the household. Read-only.
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Total Expenses
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The total expenses for all contacts that roll up into the household. Read-only.
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Total Liabilities
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The total liabilities for all contacts that roll up into the household. Read-only.
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Total Net Worth
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The total net worth for all contacts that roll up into the household. Read-only.
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Investment Risk Profile
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Risk Profile
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Populated from the primary contact record of the household. Read-only.
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Experience Level
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Populated from the primary contact record of the household. Read-only.
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Investment Horizon
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Populated from the primary contact record of the household. Read-only.
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Current Investment Mix
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Populated from the primary contact record of the household. Read-only.
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Objective
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Populated from the primary contact record of the household. Read-only.
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Primary Goal
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Populated from the primary contact record of the household. Read-only.
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Related Information
See the following topics for related Household information:
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