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Wealth Management > Households > Managing Households > Tracking Household Members

Tracking Household Members

To track members for households, add them as contacts within the household.

To track household members

1. Select the household record.

   For instructions on selecting household records, see Finding Records.

2. On the Household Details page, scroll down to the Contacts section and click Add.

   NOTE: You might want to add the Contacts section to your layout. For information on changing the layout, see Changing Your Detail Page Layout.

3. On the Contact List page, click the Lookup icon in the New Contact field. This launches the Search for Contact window.
4. In the Search for Contact window, select a contact.
5. On the Contact List page, select the relation to the household for the contact in the Relationship drop-down.

   Field	Description
   New Contact	The contact name for the household. Select the contact in the Search for Contact window.
   Relationship	The contact's relationship to the household. You can select many predefined relationships, for example: Head, Spouse, Child, In-Law, 2nd Generation Child, Boss, and so on.
   Rollup	Check the Rollup check box to select a subset of contacts to rollup into the household financial totals (for example, Total Net Worth or Total Income). Contacts not selected are not rolled up into any of the totals for households, or for any related list such as Opportunities, Portfolios, Activities, or Notes. Rollup is checked by default. Note: The Rollup check box on the Contact Detail page and the Household Detail page are the same, so a change on one page is reflected in the other page.

6. Click Save on the Contact List page.
7. Drill down in the New Contact field to select a contact, and then select the relation to the household for the contact in the Relationship picklist.

For information on Household fields, see Household Fields.

NOTE: Your administrator can customize the Household Contact record type by adding custom fields and also custom related information fields that have Contact or Household as the related record type. Your administrator can include the new custom fields and custom related information fields in the Household Contact page layout. You can edit custom fields in Household Contact related information sections, but you cannot edit custom related information fields. For information about custom related information fields and how to create them, see About Custom Related Information Fields and Creating Custom Related Information Fields.