Storing Information Related to Household Contacts

Complete the following procedure to store additional information related to a household contact.

To store additional information related to a household contact

1. Navigate to the Households screen, then the List view.

2. Drill down on the Name field of a household record.

3. Navigate to the Contacts view.

4. In the Contacts list, drill down on the Last Name field to display the Contacts screen.

5. Navigate to the following views for the type of information you want to add:

   • Attachments

   • Notes

   • Opportunities

   • Service Requests

   • Agreements

   • Assets

6. In the view list, create a new record, and complete the necessary fields.

   If the contact who is associated with Attachments, Notes, Opportunities, Service Requests, Agreements, or Assets leaves the household, then the information stays accessible through the Household screen if users register the contact’s departure by adding an exit date to the Household Contact record. If a user deletes the Household Contact record for the departing contact, then the information associated with that contact is no longer associated with the contact’s former household.